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 | $11,201 | $105,126-89.3% | $94,646-88.2% | $139,434-92.0% |
| Participation rate | 88.9% | 82.4%+6.5pp | 80.8%+8.1pp | 80.3%+8.6pp |
| Annual return | 14.11% | 38.03%-23.9pp | 156.71%-142.6pp | 372.94%-358.8pp |
| Employer contribution / active EE | $978 | $4,106-76.2% | $3,672-73.4% | $4,751-79.4% |
| Participant deferral / active EE | $1,513 | $7,599-80.1% | $7,418-79.6% | $6,710-77.5% |
| Admin fee / account holder | $198 | $8,984-97.8% | $7,231-97.3% | $11,403-98.3% |