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 | $7,448 | $100,852-92.6% | $90,404-91.8% | $158,922-95.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.01% | 1724.20%-1706.2pp | 1293.02%-1275.0pp | 302.83%-284.8pp |
| Employer contribution / active EE | $2,481 | $3,689-32.7% | $3,262-23.9% | $4,761-47.9% |
| Participant deferral / active EE | $351 | $4,348-91.9% | $3,963-91.1% | $5,982-94.1% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |