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 4-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 | $2,898 | $102,317-97.2% | $146,958-98.0% | $80,856-96.4% |
| Participation rate | 81.6% | 75.8%+5.8pp | 82.2%-0.5pp | 67.6%+14.0pp |
| Annual return | 16.68% | 134.76%-118.1pp | 418.34%-401.7pp | 35.59%-18.9pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,306 | $6,644-80.3% | $8,070-83.8% | $4,296-69.6% |
| Admin fee / account holder | $260 | $7,941-96.7% | $12,998-98.0% | $6,918-96.2% |