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 9-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 | $4,575 | $98,750-95.4% | $149,696-96.9% | $79,858-94.3% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.5%+7.5pp | 69.6%+20.4pp |
| Annual return | 29.60% | 27.43%+2.2pp | 276.60%-247.0pp | 31.71%-2.1pp |
| Employer contribution / active EE | $1,114 | $3,216-65.4% | $4,644-76.0% | $2,471-54.9% |
| Participant deferral / active EE | $2,213 | $5,680-61.0% | $6,842-67.7% | $3,740-40.8% |
| Admin fee / account holder | $153 | $6,053-97.5% | $9,309-98.4% | $5,306-97.1% |