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 | $1,933 | $50,972-96.2% | $88,538-97.8% | $72,985-97.4% |
| Participation rate | 88.4% | 63.4%+25.0pp | 68.7%+19.6pp | 69.5%+18.9pp |
| Annual return | 21.36% | 29.62%-8.3pp | 43.64%-22.3pp | 81.00%-59.6pp |
| Employer contribution / active EE | $0 | $1,475-100.0% | $2,098-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $746 | $2,230-66.5% | $2,914-74.4% | $3,607-79.3% |
| Admin fee / account holder | $145 | $3,230-95.5% | $4,310-96.6% | $5,124-97.2% |