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 | $19,574 | $58,512-66.5% | $84,015-76.7% | $72,985-73.2% |
| Participation rate | 94.9% | 61.2%+33.7pp | 69.0%+25.9pp | 69.5%+25.4pp |
| Annual return | 21.27% | 28.93%-7.7pp | 71.31%-50.0pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,427 | $1,163+22.7% | $1,983-28.1% | $2,440-41.5% |
| Participant deferral / active EE | $656 | $2,394-72.6% | $3,239-79.7% | $3,607-81.8% |
| Admin fee / account holder | $27 | $4,569-99.4% | $6,101-99.6% | $5,124-99.5% |