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 6-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 | $6,067 | $138,044-95.6% | $125,339-95.2% | $134,475-95.5% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -20.23% | 750.33%-770.6pp | 572.05%-592.3pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,729 | $5,243-67.0% | $4,814-64.1% | $4,740-63.5% |
| Participant deferral / active EE | $2,485 | $7,799-68.1% | $7,446-66.6% | $6,400-61.2% |
| Admin fee / account holder | $40 | $11,571-99.7% | $10,010-99.6% | $11,426-99.6% |