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.
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 | $10,804 | $107,334-89.9% | $92,893-88.4% | $152,861-92.9% |
| Participation rate | 81.8% | 79.8%+2.0pp | 76.0%+5.8pp | 82.4%-0.6pp |
| Annual return | 26.35% | 145.58%-119.2pp | 109.41%-83.1pp | 345.32%-319.0pp |
| Employer contribution / active EE | $513 | $4,221-87.8% | $3,653-85.9% | $4,762-89.2% |
| Participant deferral / active EE | $2,392 | $4,845-50.6% | $4,236-43.5% | $5,850-59.1% |
| Admin fee / account holder | $140 | $7,079-98.0% | $5,794-97.6% | $11,596-98.8% |