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 10-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 | $26,189 | $209,411-87.5% | $178,490-85.3% | $158,922-83.5% |
| Participation rate | 93.8% | 86.3%+7.4pp | 81.9%+11.8pp | 82.0%+11.8pp |
| Annual return | 20.69% | 188.75%-168.1pp | 151.07%-130.4pp | 302.83%-282.1pp |
| Employer contribution / active EE | $955 | $5,706-83.3% | $5,011-80.9% | $4,761-79.9% |
| Participant deferral / active EE | $2,833 | $5,954-52.4% | $5,202-45.5% | $5,982-52.6% |
| Admin fee / account holder | $5 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |