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.
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 | $2,185 | $100,773-97.8% | $88,946-97.5% | $142,382-98.5% |
| Participation rate | 95.5% | 74.3%+21.2pp | 68.8%+26.6pp | 80.1%+15.3pp |
| Annual return | 22.56% | 70.18%-47.6pp | 57.82%-35.3pp | 217.08%-194.5pp |
| Employer contribution / active EE | $191 | $2,918-93.5% | $2,555-92.5% | $4,299-95.6% |
| Participant deferral / active EE | $935 | $5,230-82.1% | $4,581-79.6% | $6,507-85.6% |
| Admin fee / account holder | $49 | $9,693-99.5% | $8,261-99.4% | $12,624-99.6% |