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 | $1,772 | $77,899-97.7% | $149,673-98.8% | $75,163-97.6% |
| Participation rate | 88.0% | 65.6%+22.4pp | 78.8%+9.2pp | 67.2%+20.8pp |
| Annual return | 63.38% | 31.72%+31.7pp | 134.42%-71.0pp | 160.62%-97.2pp |
| Employer contribution / active EE | $532 | $3,137-83.0% | $4,818-89.0% | $2,670-80.1% |
| Participant deferral / active EE | $839 | $3,411-75.4% | $5,680-85.2% | $4,125-79.7% |
| Admin fee / account holder | $31 | $5,956-99.5% | $13,210-99.8% | $5,651-99.5% |