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 4-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 | $8,682 | $109,881-92.1% | $150,045-94.2% | $84,808-89.8% |
| Participation rate | 92.3% | 76.1%+16.2pp | 82.3%+10.0pp | 68.3%+24.0pp |
| Annual return | 28.27% | 28.25%0pp | 62.55%-34.3pp | 40.90%-12.6pp |
| Employer contribution / active EE | $1,200 | $3,561-66.3% | $4,693-74.4% | $2,631-54.4% |
| Participant deferral / active EE | $1,814 | $6,636-72.7% | $7,997-77.3% | $4,212-56.9% |
| Admin fee / account holder | $13 | $8,568-99.8% | $13,435-99.9% | $7,344-99.8% |