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 3-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 | $18,291 | $179,726-89.8% | $156,263-88.3% | $142,382-87.2% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 10.69% | 77.86%-67.2pp | 59.47%-48.8pp | 217.08%-206.4pp |
| Employer contribution / active EE | $795 | $5,069-84.3% | $4,333-81.7% | $4,299-81.5% |
| Participant deferral / active EE | $2,104 | $6,956-69.8% | $6,158-65.8% | $6,507-67.7% |
| Admin fee / account holder | $111 | $17,272-99.4% | $14,255-99.2% | $12,624-99.1% |