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 | $19,848 | $209,411-90.5% | $178,490-88.9% | $158,922-87.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.76% | 188.75%-166.0pp | 151.07%-128.3pp | 302.83%-280.1pp |
| Employer contribution / active EE | $2,441 | $5,706-57.2% | $5,011-51.3% | $4,761-48.7% |
| Participant deferral / active EE | $1,852 | $5,954-68.9% | $5,202-64.4% | $5,982-69.0% |
| Admin fee / account holder | $236 | $17,074-98.6% | $13,984-98.3% | $11,246-97.9% |