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 8-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.
Employer 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 | $2,710 | $227,553-98.8% | $189,557-98.6% | $167,490-98.4% |
| Participation rate | 95.2% | 82.5%+12.7pp | 78.4%+16.8pp | 82.1%+13.1pp |
| Annual return | 19.43% | 78.40%-59.0pp | 64.17%-44.7pp | 478.56%-459.1pp |
| Employer contribution / active EE | $141 | $5,316-97.3% | $4,412-96.8% | $4,837-97.1% |
| Participant deferral / active EE | $1,602 | $7,002-77.1% | $6,174-74.0% | $6,341-74.7% |
| Admin fee / account holder | $15 | $11,878-99.9% | $9,807-99.8% | $12,309-99.9% |