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 | $12,094 | $98,750-87.8% | $149,696-91.9% | $79,858-84.9% |
| Participation rate | 87.9% | 75.8%+12.1pp | 82.5%+5.4pp | 69.6%+18.2pp |
| Annual return | 19.67% | 27.43%-7.8pp | 276.60%-256.9pp | 31.71%-12.0pp |
| Employer contribution / active EE | $874 | $3,216-72.8% | $4,644-81.2% | $2,471-64.6% |
| Participant deferral / active EE | $1,646 | $5,680-71.0% | $6,842-75.9% | $3,740-56.0% |
| Admin fee / account holder | $211 | $6,053-96.5% | $9,309-97.7% | $5,306-96.0% |