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.
Employer 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 | $5,009 | $91,538-94.5% | $129,995-96.1% | $75,163-93.3% |
| Participation rate | 82.9% | 71.4%+11.5pp | 78.5%+4.4pp | 67.2%+15.7pp |
| Annual return | 57.02% | -631.11%+688.1pp | -137.18%+194.2pp | 160.62%-103.6pp |
| Employer contribution / active EE | $244 | $2,845-91.4% | $4,320-94.4% | $2,670-90.9% |
| Participant deferral / active EE | $2,998 | $4,341-30.9% | $5,820-48.5% | $4,125-27.3% |
| Admin fee / account holder | $78 | $6,790-98.9% | $10,614-99.3% | $5,651-98.6% |