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 4-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 | $5,165 | $175,202-97.1% | $149,673-96.5% | $139,434-96.3% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 32.12% | 166.71%-134.6pp | 134.42%-102.3pp | 372.94%-340.8pp |
| Employer contribution / active EE | $1,188 | $5,474-78.3% | $4,818-75.3% | $4,751-75.0% |
| Participant deferral / active EE | $1,584 | $6,519-75.7% | $5,680-72.1% | $6,710-76.4% |
| Admin fee / account holder | $100 | $16,150-99.4% | $13,210-99.2% | $11,403-99.1% |