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 | $3,378 | $72,400-95.3% | $67,502-95.0% | $145,922-97.7% |
| Participation rate | 71.4% | 76.9%-5.4pp | 72.9%-1.4pp | 80.3%-8.8pp |
| Annual return | 19.28% | 7182.46%-7163.2pp | 3512.12%-3492.8pp | 561.29%-542.0pp |
| Employer contribution / active EE | $508 | $3,069-83.4% | $2,731-81.4% | $4,660-89.1% |
| Participant deferral / active EE | $819 | $4,783-82.9% | $4,000-79.5% | $6,688-87.7% |
| Admin fee / account holder | $132 | $5,539-97.6% | $3,998-96.7% | $13,397-99.0% |