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 | $4,645 | $50,958-90.9% | $74,550-93.8% | $64,186-92.8% |
| Participation rate | 81.0% | 61.1%+20.0pp | 69.1%+11.9pp | 69.6%+11.5pp |
| Annual return | -5.62% | -1.86%-3.8pp | 32.53%-38.1pp | 7.63%-13.2pp |
| Employer contribution / active EE | $331 | $1,115-70.3% | $1,961-83.1% | $2,381-86.1% |
| Participant deferral / active EE | $875 | $2,301-62.0% | $3,108-71.9% | $3,470-74.8% |
| Admin fee / account holder | $243 | $4,223-94.2% | $5,060-95.2% | $4,888-95.0% |