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 7-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 | $22,083 | $209,411-89.5% | $178,490-87.6% | $158,922-86.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 37.97% | 188.75%-150.8pp | 151.07%-113.1pp | 302.83%-264.9pp |
| Employer contribution / active EE | $25,199 | $5,706+341.6% | $5,011+402.9% | $4,761+429.3% |
| Participant deferral / active EE | $1,475 | $5,954-75.2% | $5,202-71.6% | $5,982-75.3% |
| Admin fee / account holder | $69 | $17,074-99.6% | $13,984-99.5% | $11,246-99.4% |