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 | $7,849 | $102,317-92.3% | $146,958-94.7% | $80,856-90.3% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.2%+7.6pp | 67.6%+22.1pp |
| Annual return | 19.25% | 134.76%-115.5pp | 418.34%-399.1pp | 35.59%-16.3pp |
| Employer contribution / active EE | $1,175 | $3,713-68.4% | $4,933-76.2% | $2,755-57.3% |
| Participant deferral / active EE | $2,311 | $6,644-65.2% | $8,070-71.4% | $4,296-46.2% |
| Admin fee / account holder | $88 | $7,941-98.9% | $12,998-99.3% | $6,918-98.7% |