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 | $4,756 | $127,065-96.3% | $113,168-95.8% | $142,382-96.7% |
| Participation rate | 73.7% | 79.2%-5.5pp | 76.6%-2.9pp | 80.1%-6.4pp |
| Annual return | 25.34% | 24.03%+1.3pp | 24.27%+1.1pp | 217.08%-191.7pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,179 | $5,716-79.4% | $5,107-76.9% | $6,507-81.9% |
| Admin fee / account holder | $42 | $15,736-99.7% | $12,068-99.7% | $12,624-99.7% |