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 | $6,502 | $103,376-93.7% | $87,100-92.5% | $152,861-95.7% |
| Participation rate | 95.0% | 79.3%+15.7pp | 76.9%+18.1pp | 82.4%+12.6pp |
| Annual return | 29.17% | 28.10%+1.1pp | 28.19%+1.0pp | 345.32%-316.1pp |
| Employer contribution / active EE | $2,304 | $3,220-28.5% | $2,521-8.6% | $4,762-51.6% |
| Participant deferral / active EE | $439 | $4,778-90.8% | $4,049-89.2% | $5,850-92.5% |
| Admin fee / account holder | $103 | $12,205-99.2% | $7,497-98.6% | $11,596-99.1% |