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 | $2,056 | $71,050-97.1% | $93,606-97.8% | $80,856-97.5% |
| Participation rate | 72.2% | 60.4%+11.8pp | 68.7%+3.5pp | 67.6%+4.6pp |
| Annual return | 10.48% | 11.26%-0.8pp | 133.20%-122.7pp | 35.59%-25.1pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $693 | $4,034-82.8% | $4,411-84.3% | $4,296-83.9% |
| Admin fee / account holder | $0 | $6,945-100.0% | $8,285-100.0% | $6,918-100.0% |