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 3-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 | $9,107 | $177,572-94.9% | $154,803-94.1% | $142,382-93.6% |
| Participation rate | 82.6% | 82.1%+0.6pp | 78.1%+4.5pp | 80.1%+2.5pp |
| Annual return | 21.74% | 65.07%-43.3pp | 58.88%-37.1pp | 217.08%-195.3pp |
| Employer contribution / active EE | $916 | $4,810-81.0% | $4,305-78.7% | $4,299-78.7% |
| Participant deferral / active EE | $1,420 | $6,272-77.4% | $5,540-74.4% | $6,507-78.2% |
| Admin fee / account holder | $198 | $16,786-98.8% | $14,329-98.6% | $12,624-98.4% |