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 | $8,780 | $198,466-95.6% | $170,442-94.8% | $147,584-94.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.88% | 257.29%-242.4pp | 205.93%-191.1pp | 578.55%-563.7pp |
| Employer contribution / active EE | $1,802 | $6,184-70.9% | $5,433-66.8% | $4,876-63.0% |
| Participant deferral / active EE | $1,699 | $5,629-69.8% | $4,939-65.6% | $5,439-68.8% |
| Admin fee / account holder | $278 | $16,852-98.4% | $13,880-98.0% | $10,885-97.4% |