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 | $17,753 | $138,065-87.1% | $123,544-85.6% | $135,375-86.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 4.83% | 153.68%-148.9pp | 119.20%-114.4pp | 519.73%-514.9pp |
| Employer contribution / active EE | $1,844 | $5,151-64.2% | $4,628-60.2% | $4,779-61.4% |
| Participant deferral / active EE | $562 | $6,799-91.7% | $6,426-91.3% | $5,609-90.0% |
| Admin fee / account holder | $250 | $10,916-97.7% | $9,284-97.3% | $10,827-97.7% |