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.
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 | $2,697 | $72,400-96.3% | $67,502-96.0% | $145,922-98.2% |
| Participation rate | 95.0% | 76.9%+18.1pp | 72.9%+22.1pp | 80.3%+14.7pp |
| Annual return | 14.11% | 7182.46%-7168.4pp | 3512.12%-3498.0pp | 561.29%-547.2pp |
| Employer contribution / active EE | $978 | $3,069-68.1% | $2,731-64.2% | $4,660-79.0% |
| Participant deferral / active EE | $553 | $4,783-88.4% | $4,000-86.2% | $6,688-91.7% |
| Admin fee / account holder | $176 | $5,539-96.8% | $3,998-95.6% | $13,397-98.7% |