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 | $16,801 | $197,591-91.5% | $177,821-90.6% | $158,922-89.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 22.49% | 58.76%-36.3pp | 48.32%-25.8pp | 302.83%-280.3pp |
| Employer contribution / active EE | $2,417 | $6,697-63.9% | $5,918-59.2% | $4,761-49.2% |
| Participant deferral / active EE | $2,873 | $8,405-65.8% | $7,714-62.8% | $5,982-52.0% |
| Admin fee / account holder | $140 | $15,399-99.1% | $12,427-98.9% | $11,246-98.8% |