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.
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 | $5,181 | $105,181-95.1% | $159,436-96.8% | $85,850-94.0% |
| Participation rate | 97.8% | 75.8%+22.0pp | 82.8%+15.0pp | 69.3%+28.5pp |
| Annual return | 16.35% | 45.07%-28.7pp | 263.57%-247.2pp | 318.53%-302.2pp |
| Employer contribution / active EE | $2,666 | $3,318-19.7% | $4,829-44.8% | $2,565+3.9% |
| Participant deferral / active EE | $1,586 | $5,945-73.3% | $7,352-78.4% | $3,952-59.9% |
| Admin fee / account holder | $193 | $6,933-97.2% | $10,799-98.2% | $6,260-96.9% |