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 | $1,638 | $49,922-96.7% | $80,569-98.0% | $75,163-97.8% |
| Participation rate | 88.9% | 55.3%+33.6pp | 67.0%+21.9pp | 67.2%+21.7pp |
| Annual return | 21.64% | 34.69%-13.0pp | 935.43%-913.8pp | 160.62%-139.0pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $715 | $2,990-76.1% | $4,447-83.9% | $4,125-82.7% |
| Admin fee / account holder | $188 | $3,577-94.7% | $5,377-96.5% | $5,651-96.7% |