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 | $16,409 | $78,422-79.1% | $95,952-82.9% | $79,858-79.5% |
| Participation rate | 95.2% | 73.5%+21.7pp | 77.1%+18.1pp | 69.6%+25.5pp |
| Annual return | 20.28% | 19.37%+0.9pp | 91.61%-71.3pp | 31.71%-11.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,612 | $3,440+34.1% | $4,167+10.7% | $3,740+23.3% |
| Admin fee / account holder | $102 | $5,622-98.2% | $6,795-98.5% | $5,306-98.1% |