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 9-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 | $2,712 | $144,119-98.1% | $117,854-97.7% | $147,584-98.2% |
| Participation rate | 78.9% | 83.4%-4.5pp | 79.7%-0.7pp | 82.8%-3.9pp |
| Annual return | 0.00% | 531.15%-531.1pp | 335.08%-335.1pp | 578.55%-578.5pp |
| Employer contribution / active EE | $960 | $4,896-80.4% | $3,786-74.6% | $4,876-80.3% |
| Participant deferral / active EE | $1,162 | $5,316-78.1% | $4,482-74.1% | $5,439-78.6% |
| Admin fee / account holder | $84 | $10,886-99.2% | $8,020-99.0% | $10,885-99.2% |