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 9-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 | $7,663 | $202,318-96.2% | $172,739-95.6% | $152,861-95.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.98% | 1029.65%-1007.7pp | 802.84%-780.9pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,008 | $5,856-82.8% | $5,143-80.4% | $4,762-78.8% |
| Participant deferral / active EE | $2,451 | $5,948-58.8% | $5,198-52.9% | $5,850-58.1% |
| Admin fee / account holder | $61 | $17,109-99.6% | $13,954-99.6% | $11,596-99.5% |