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 4-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 | $2,808 | $117,841-97.6% | $102,423-97.3% | $145,922-98.1% |
| Participation rate | 76.5% | 78.6%-2.1pp | 76.5%0pp | 80.3%-3.8pp |
| Annual return | 15.22% | 31.65%-16.4pp | 29.32%-14.1pp | 561.29%-546.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $989 | $5,731-82.7% | $5,053-80.4% | $6,688-85.2% |
| Admin fee / account holder | $172 | $13,326-98.7% | $9,451-98.2% | $13,397-98.7% |