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 | $14,548 | $197,591-92.6% | $177,821-91.8% | $158,922-90.8% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 9.84% | 58.76%-48.9pp | 48.32%-38.5pp | 302.83%-293.0pp |
| Employer contribution / active EE | $1,404 | $6,697-79.0% | $5,918-76.3% | $4,761-70.5% |
| Participant deferral / active EE | $5,728 | $8,405-31.9% | $7,714-25.7% | $5,982-4.3% |
| Admin fee / account holder | $17 | $15,399-99.9% | $12,427-99.9% | $11,246-99.8% |