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 8-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 | $7,095 | $152,587-95.4% | $125,175-94.3% | $152,861-95.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 30.57% | 54.84%-24.3pp | 43.79%-13.2pp | 345.32%-314.7pp |
| Employer contribution / active EE | $726 | $4,946-85.3% | $3,865-81.2% | $4,762-84.7% |
| Participant deferral / active EE | $3,267 | $5,868-44.3% | $4,937-33.8% | $5,850-44.1% |
| Admin fee / account holder | $244 | $13,434-98.2% | $9,702-97.5% | $11,596-97.9% |