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 10-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.
Employer 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 | $8,277 | $115,770-92.9% | $101,248-91.8% | $158,922-94.8% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 21.64% | 56.14%-34.5pp | 46.47%-24.8pp | 302.83%-281.2pp |
| Employer contribution / active EE | $361 | $4,175-91.3% | $3,660-90.1% | $4,761-92.4% |
| Participant deferral / active EE | $3,259 | $4,957-34.3% | $4,370-25.4% | $5,982-45.5% |
| Admin fee / account holder | $203 | $7,245-97.2% | $5,945-96.6% | $11,246-98.2% |