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 5-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 | $2,024 | $48,230-95.8% | $67,502-97.0% | $80,856-97.5% |
| Participation rate | 93.1% | 66.4%+26.7pp | 72.9%+20.2pp | 67.6%+25.5pp |
| Annual return | 14.06% | 18.28%-4.2pp | 3512.12%-3498.1pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,143 | $2,020-43.4% | $2,731-58.2% | $2,755-58.5% |
| Participant deferral / active EE | $579 | $2,924-80.2% | $4,000-85.5% | $4,296-86.5% |
| Admin fee / account holder | $76 | $3,681-97.9% | $3,998-98.1% | $6,918-98.9% |