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 | $25,946 | $183,963-85.9% | $162,163-84.0% | $152,861-83.0% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 24.82% | 150.76%-125.9pp | 115.59%-90.8pp | 345.32%-320.5pp |
| Employer contribution / active EE | $1,728 | $6,371-72.9% | $5,614-69.2% | $4,762-63.7% |
| Participant deferral / active EE | $2,409 | $8,034-70.0% | $7,298-67.0% | $5,850-58.8% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |