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.
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 | $2,464 | $34,308-92.8% | $74,701-96.7% | $72,985-96.6% |
| Participation rate | 89.3% | 42.4%+46.9pp | 54.5%+34.8pp | 69.5%+19.8pp |
| Annual return | 24.01% | 26.58%-2.6pp | 752.92%-728.9pp | 81.00%-57.0pp |
| Employer contribution / active EE | $121 | $692-82.5% | $1,084-88.9% | $2,440-95.0% |
| Participant deferral / active EE | $131 | $1,271-89.7% | $1,964-93.3% | $3,607-96.4% |
| Admin fee / account holder | $0 | $2,124-100.0% | $3,333-100.0% | $5,124-100.0% |