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 | $13,173 | $102,317-87.1% | $146,958-91.0% | $80,856-83.7% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.2%-2.2pp | 67.6%+12.4pp |
| Annual return | 19.38% | 134.76%-115.4pp | 418.34%-399.0pp | 35.59%-16.2pp |
| Employer contribution / active EE | $1,220 | $3,713-67.1% | $4,933-75.3% | $2,755-55.7% |
| Participant deferral / active EE | $2,276 | $6,644-65.7% | $8,070-71.8% | $4,296-47.0% |
| Admin fee / account holder | $112 | $7,941-98.6% | $12,998-99.1% | $6,918-98.4% |