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 4-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 | $9,048 | $114,381-92.1% | $107,525-91.6% | $142,382-93.6% |
| Participation rate | 73.7% | 78.1%-4.5pp | 75.1%-1.4pp | 80.1%-6.4pp |
| Annual return | 15.68% | 242.71%-227.0pp | 181.32%-165.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $891 | $4,015-77.8% | $3,754-76.3% | $4,299-79.3% |
| Participant deferral / active EE | $1,139 | $5,564-79.5% | $5,116-77.7% | $6,507-82.5% |
| Admin fee / account holder | $31 | $9,860-99.7% | $8,919-99.6% | $12,624-99.8% |