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 3-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 | $1,371 | $54,705-97.5% | $71,209-98.1% | $84,808-98.4% |
| Participation rate | 86.5% | 64.1%+22.4pp | 73.8%+12.7pp | 68.3%+18.2pp |
| Annual return | 28.97% | 35.90%-6.9pp | 282.51%-253.5pp | 40.90%-11.9pp |
| Employer contribution / active EE | $302 | $2,158-86.0% | $2,721-88.9% | $2,631-88.5% |
| Participant deferral / active EE | $342 | $3,030-88.7% | $4,175-91.8% | $4,212-91.9% |
| Admin fee / account holder | $32 | $4,863-99.3% | $5,349-99.4% | $7,344-99.6% |