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 | $11,706 | $53,777-78.2% | $134,143-91.3% | $79,858-85.3% |
| Participation rate | 86.8% | 58.8%+28.1pp | 72.2%+14.7pp | 69.6%+17.2pp |
| Annual return | 16.08% | 19.01%-2.9pp | 36.33%-20.2pp | 31.71%-15.6pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $403 | $2,420-83.3% | $3,499-88.5% | $3,740-89.2% |
| Admin fee / account holder | $0 | $3,984-100.0% | $6,684-100.0% | $5,306-100.0% |