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 | $25,089 | $81,208-69.1% | $98,907-74.6% | $79,858-68.6% |
| Participation rate | 70.6% | 72.5%-1.9pp | 76.0%-5.4pp | 69.6%+1.0pp |
| Annual return | 13.58% | 60.99%-47.4pp | 196.43%-182.8pp | 31.71%-18.1pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $777 | $3,265-76.2% | $4,244-81.7% | $3,740-79.2% |
| Admin fee / account holder | $91 | $6,013-98.5% | $6,642-98.6% | $5,306-98.3% |