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 | $22,266 | $209,411-89.4% | $178,490-87.5% | $158,922-86.0% |
| Participation rate | 78.3% | 86.3%-8.1pp | 81.9%-3.7pp | 82.0%-3.7pp |
| Annual return | 21.89% | 188.75%-166.9pp | 151.07%-129.2pp | 302.83%-280.9pp |
| Employer contribution / active EE | $1,192 | $5,706-79.1% | $5,011-76.2% | $4,761-75.0% |
| Participant deferral / active EE | $1,885 | $5,954-68.3% | $5,202-63.8% | $5,982-68.5% |
| Admin fee / account holder | $149 | $17,074-99.1% | $13,984-98.9% | $11,246-98.7% |