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.
Employer 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 | $18,602 | $73,933-74.8% | $96,683-80.8% | $75,163-75.3% |
| Participation rate | 87.3% | 66.4%+20.9pp | 74.3%+13.0pp | 67.2%+20.1pp |
| Annual return | 14.86% | 26.70%-11.8pp | 35.69%-20.8pp | 160.62%-145.8pp |
| Employer contribution / active EE | $13 | $2,928-99.6% | $3,737-99.6% | $2,670-99.5% |
| Participant deferral / active EE | $2,314 | $3,659-36.8% | $4,878-52.6% | $4,125-43.9% |
| Admin fee / account holder | $84 | $5,216-98.4% | $6,730-98.8% | $5,651-98.5% |