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 5-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 | $1,055 | $96,305-98.9% | $80,569-98.7% | $139,434-99.2% |
| Participation rate | 81.3% | 73.6%+7.6pp | 67.0%+14.3pp | 80.3%+0.9pp |
| Annual return | 23.83% | 1350.08%-1326.3pp | 935.43%-911.6pp | 372.94%-349.1pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $424 | $5,232-91.9% | $4,447-90.5% | $6,710-93.7% |
| Admin fee / account holder | $22 | $6,599-99.7% | $5,377-99.6% | $11,403-99.8% |