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 9-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 | $8,387 | $98,750-91.5% | $149,696-94.4% | $79,858-89.5% |
| Participation rate | 95.8% | 75.8%+20.1pp | 82.5%+13.4pp | 69.6%+26.2pp |
| Annual return | 16.49% | 27.43%-10.9pp | 276.60%-260.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $852 | $3,216-73.5% | $4,644-81.6% | $2,471-65.5% |
| Participant deferral / active EE | $1,863 | $5,680-67.2% | $6,842-72.8% | $3,740-50.2% |
| Admin fee / account holder | $198 | $6,053-96.7% | $9,309-97.9% | $5,306-96.3% |