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 | $3,999 | $60,124-93.3% | $90,404-95.6% | $79,858-95.0% |
| Participation rate | 73.1% | 65.0%+8.1pp | 72.7%+0.4pp | 69.6%+3.4pp |
| Annual return | 28.06% | 71.94%-43.9pp | 1293.02%-1265.0pp | 31.71%-3.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,041 | $2,938-64.6% | $3,963-73.7% | $3,740-72.2% |
| Admin fee / account holder | $25 | $3,976-99.4% | $5,611-99.6% | $5,306-99.5% |