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 6-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 | $7,800 | $74,927-89.6% | $101,794-92.3% | $84,808-90.8% |
| Participation rate | 76.6% | 61.4%+15.2pp | 69.2%+7.4pp | 68.3%+8.3pp |
| Annual return | 19.64% | 18.70%+0.9pp | 30.53%-10.9pp | 40.90%-21.3pp |
| Employer contribution / active EE | $721 | $1,522-52.6% | $2,289-68.5% | $2,631-72.6% |
| Participant deferral / active EE | $1,101 | $3,099-64.5% | $4,084-73.0% | $4,212-73.9% |
| Admin fee / account holder | $269 | $6,514-95.9% | $8,777-96.9% | $7,344-96.3% |