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 5-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 | $6,037 | $138,044-95.6% | $125,339-95.2% | $134,475-95.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.52% | 750.33%-758.8pp | 572.05%-580.6pp | 417.96%-426.5pp |
| Employer contribution / active EE | $937 | $5,243-82.1% | $4,814-80.5% | $4,740-80.2% |
| Participant deferral / active EE | $3,910 | $7,799-49.9% | $7,446-47.5% | $6,400-38.9% |
| Admin fee / account holder | $110 | $11,571-99.0% | $10,010-98.9% | $11,426-99.0% |