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 9-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 | $1,397 | $102,966-98.6% | $90,281-98.5% | $152,861-99.1% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.4%+3.3pp |
| Annual return | 30.52% | 95.16%-64.6pp | 78.10%-47.6pp | 345.32%-314.8pp |
| Employer contribution / active EE | $167 | $3,139-94.7% | $2,854-94.1% | $4,762-96.5% |
| Participant deferral / active EE | $602 | $4,281-85.9% | $3,885-84.5% | $5,850-89.7% |
| Admin fee / account holder | $107 | $6,171-98.3% | $5,351-98.0% | $11,596-99.1% |