See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,599 | $152,587-97.0% | $125,175-96.3% | $152,861-97.0% |
| Participation rate | 72.7% | 83.3%-10.6pp | 79.8%-7.1pp | 82.4%-9.7pp |
| Annual return | 0.00% | 54.84%-54.8pp | 43.79%-43.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,408 | $4,946-71.5% | $3,865-63.6% | $4,762-70.4% |
| Participant deferral / active EE | $1,736 | $5,868-70.4% | $4,937-64.8% | $5,850-70.3% |
| Admin fee / account holder | $22 | $13,434-99.8% | $9,702-99.8% | $11,596-99.8% |