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 | $7,989 | $135,952-94.1% | $123,892-93.6% | $273,961-97.1% |
| Participation rate | 72.7% | 84.1%-11.3pp | 81.4%-8.7pp | 83.0%-10.3pp |
| Annual return | 75.23% | 56.63%+18.6pp | 47.52%+27.7pp | 41.45%+33.8pp |
| Employer contribution / active EE | $4,335 | $5,170-16.2% | $4,617-6.1% | $4,869-11.0% |
| Participant deferral / active EE | $434 | $6,343-93.2% | $5,984-92.8% | $5,287-91.8% |
| Admin fee / account holder | $45 | $9,817-99.5% | $8,357-99.5% | $10,132-99.6% |