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 | $18,923 | $79,428-76.2% | $106,548-82.2% | $79,386-76.2% |
| Participation rate | 93.0% | 74.1%+18.9pp | 76.1%+16.9pp | 70.7%+22.3pp |
| Annual return | 11.99% | 18.27%-6.3pp | 26.80%-14.8pp | 116.85%-104.9pp |
| Employer contribution / active EE | $878 | $2,234-60.7% | $2,819-68.8% | $2,427-63.8% |
| Participant deferral / active EE | $837 | $3,823-78.1% | $4,398-81.0% | $4,046-79.3% |
| Admin fee / account holder | $14 | $523-97.4% | $7,407-99.8% | $626-97.8% |