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 | $7,945 | $85,766-90.7% | $136,294-94.2% | $70,131-88.7% |
| Participation rate | 72.4% | 74.2%-1.7pp | 81.9%-9.5pp | 69.5%+2.9pp |
| Annual return | 51.81% | 31.45%+20.4pp | 5155.94%-5104.1pp | 73.14%-21.3pp |
| Employer contribution / active EE | $811 | $2,966-72.7% | $4,695-82.7% | $2,342-65.4% |
| Participant deferral / active EE | $1,115 | $5,051-77.9% | $6,247-82.2% | $3,332-66.5% |
| Admin fee / account holder | $157 | $5,420-97.1% | $9,243-98.3% | $4,645-96.6% |