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.
Employer 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 | $7,862 | $89,753-91.2% | $107,525-92.7% | $84,808-90.7% |
| Participation rate | 97.6% | 68.1%+29.6pp | 75.1%+22.5pp | 68.3%+29.3pp |
| Annual return | 27.67% | 29.48%-1.8pp | 181.32%-153.6pp | 40.90%-13.2pp |
| Employer contribution / active EE | $581 | $3,113-81.4% | $3,754-84.5% | $2,631-77.9% |
| Participant deferral / active EE | $2,904 | $4,056-28.4% | $5,116-43.2% | $4,212-31.0% |
| Admin fee / account holder | $219 | $7,222-97.0% | $8,919-97.5% | $7,344-97.0% |