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.
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 | $14,680 | $105,998-86.2% | $92,233-84.1% | $147,584-90.1% |
| Participation rate | 70.6% | 80.4%-9.8pp | 76.5%-5.9pp | 82.8%-12.2pp |
| Annual return | 10.39% | 50.05%-39.7pp | 176.28%-165.9pp | 578.55%-568.2pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,478 | $4,478-44.7% | $3,897-36.4% | $5,439-54.4% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |