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 | $5,725 | $57,354-90.0% | $83,848-93.2% | $64,186-91.1% |
| Participation rate | 75.8% | 68.6%+7.2pp | 76.1%-0.3pp | 69.6%+6.3pp |
| Annual return | -7.22% | 11.38%-18.6pp | 850.88%-858.1pp | 7.63%-14.9pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $566 | $2,993-81.1% | $4,082-86.1% | $3,470-83.7% |
| Admin fee / account holder | $69 | $4,046-98.3% | $5,478-98.7% | $4,888-98.6% |