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.
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 | $21,761 | $144,119-84.9% | $117,854-81.5% | $147,584-85.3% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 18.10% | 531.15%-513.0pp | 335.08%-317.0pp | 578.55%-560.4pp |
| Employer contribution / active EE | $822 | $4,896-83.2% | $3,786-78.3% | $4,876-83.1% |
| Participant deferral / active EE | $5,682 | $5,316+6.9% | $4,482+26.8% | $5,439+4.5% |
| Admin fee / account holder | $192 | $10,886-98.2% | $8,020-97.6% | $10,885-98.2% |