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 | $9,688 | $106,515-90.9% | $96,683-90.0% | $139,434-93.1% |
| Participation rate | 84.6% | 77.8%+6.8pp | 74.3%+10.3pp | 80.3%+4.3pp |
| Annual return | 19.58% | 38.43%-18.8pp | 35.69%-16.1pp | 372.94%-353.4pp |
| Employer contribution / active EE | $786 | $4,103-80.8% | $3,737-79.0% | $4,751-83.5% |
| Participant deferral / active EE | $2,108 | $5,454-61.4% | $4,878-56.8% | $6,710-68.6% |
| Admin fee / account holder | $6 | $7,877-99.9% | $6,730-99.9% | $11,403-99.9% |