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 8-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 | $4,199 | $60,892-93.1% | $82,389-94.9% | $84,808-95.0% |
| Participation rate | 96.2% | 63.3%+32.9pp | 69.5%+26.6pp | 68.3%+27.8pp |
| Annual return | 18.75% | 37.29%-18.5pp | 28.67%-9.9pp | 40.90%-22.1pp |
| Employer contribution / active EE | $431 | $1,779-75.8% | $2,517-82.9% | $2,631-83.6% |
| Participant deferral / active EE | $965 | $3,179-69.6% | $4,155-76.8% | $4,212-77.1% |
| Admin fee / account holder | $216 | $5,467-96.1% | $7,231-97.0% | $7,344-97.1% |