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 8-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 | $9,534 | $197,591-95.2% | $177,821-94.6% | $158,922-94.0% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.7%+3.2pp | 82.0%+9.0pp |
| Annual return | 63.43% | 58.76%+4.7pp | 48.32%+15.1pp | 302.83%-239.4pp |
| Employer contribution / active EE | $1,017 | $6,697-84.8% | $5,918-82.8% | $4,761-78.6% |
| Participant deferral / active EE | $4,460 | $8,405-46.9% | $7,714-42.2% | $5,982-25.5% |
| Admin fee / account holder | $295 | $15,399-98.1% | $12,427-97.6% | $11,246-97.4% |