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 3-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 | $25,329 | $201,272-87.4% | $184,203-86.2% | $145,922-82.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 374.11% | 29.00%+345.1pp | 28.81%+345.3pp | 561.29%-187.2pp |
| Employer contribution / active EE | $564 | $7,022-92.0% | $6,427-91.2% | $4,660-87.9% |
| Participant deferral / active EE | $22,526 | $9,806+129.7% | $9,131+146.7% | $6,688+236.8% |
| Admin fee / account holder | $252 | $16,364-98.5% | $13,901-98.2% | $13,397-98.1% |