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.
Employer 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 | $6,719 | $105,998-93.7% | $92,233-92.7% | $147,584-95.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.61% | 50.05%-29.4pp | 176.28%-155.7pp | 578.55%-557.9pp |
| Employer contribution / active EE | $455 | $4,333-89.5% | $3,679-87.6% | $4,876-90.7% |
| Participant deferral / active EE | $2,226 | $4,478-50.3% | $3,897-42.9% | $5,439-59.1% |
| Admin fee / account holder | $118 | $6,332-98.1% | $5,194-97.7% | $10,885-98.9% |