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 4-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 | $8,061 | $177,572-95.5% | $154,803-94.8% | $142,382-94.3% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.1%+16.4pp | 80.1%+14.3pp |
| Annual return | 21.84% | 65.07%-43.2pp | 58.88%-37.0pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,061 | $4,810-78.0% | $4,305-75.4% | $4,299-75.3% |
| Participant deferral / active EE | $1,475 | $6,272-76.5% | $5,540-73.4% | $6,507-77.3% |
| Admin fee / account holder | $170 | $16,786-99.0% | $14,329-98.8% | $12,624-98.7% |