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.
Participant 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 | $1,751 | $67,411-97.4% | $91,001-98.1% | $70,131-97.5% |
| Participation rate | 72.1% | 71.4%+0.7pp | 75.6%-3.5pp | 69.5%+2.6pp |
| Annual return | 23.07% | -40.16%+63.2pp | 4.60%+18.5pp | 73.14%-50.1pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $541 | $2,823-80.8% | $3,547-84.7% | $3,332-83.8% |
| Admin fee / account holder | $34 | $4,236-99.2% | $5,417-99.4% | $4,645-99.3% |