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 | $15,850 | $95,971-83.5% | $74,550-78.7% | $135,375-88.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.84% | 56.96%-65.8pp | 32.53%-41.4pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,753 | $2,716-35.4% | $1,961-10.6% | $4,779-63.3% |
| Participant deferral / active EE | $50 | $3,843-98.7% | $3,108-98.4% | $5,609-99.1% |
| Admin fee / account holder | $25 | $6,522-99.6% | $5,060-99.5% | $10,827-99.8% |