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 | $17,165 | $175,202-90.2% | $149,673-88.5% | $139,434-87.7% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 34.54% | 166.71%-132.2pp | 134.42%-99.9pp | 372.94%-338.4pp |
| Employer contribution / active EE | $861 | $5,474-84.3% | $4,818-82.1% | $4,751-81.9% |
| Participant deferral / active EE | $4,410 | $6,519-32.3% | $5,680-22.4% | $6,710-34.3% |
| Admin fee / account holder | $48 | $16,150-99.7% | $13,210-99.6% | $11,403-99.6% |