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.
Employer 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 | $1,921 | $109,327-98.2% | $89,391-97.9% | $158,922-98.8% |
| Participation rate | 92.9% | 74.3%+18.6pp | 68.0%+24.9pp | 82.0%+10.9pp |
| Annual return | 199.32% | 345.68%-146.4pp | 245.62%-46.3pp | 302.83%-103.5pp |
| Employer contribution / active EE | $126 | $3,170-96.0% | $2,586-95.1% | $4,761-97.3% |
| Participant deferral / active EE | $1,557 | $4,598-66.1% | $3,890-60.0% | $5,982-74.0% |
| Admin fee / account holder | $8 | $6,153-99.9% | $4,881-99.8% | $11,246-99.9% |