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 8-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 | $1,463 | $95,416-98.5% | $185,823-99.2% | $85,850-98.3% |
| Participation rate | 72.0% | 68.8%+3.2pp | 81.7%-9.7pp | 69.3%+2.7pp |
| Annual return | 15.90% | 23.59%-7.7pp | 122.05%-106.1pp | 318.53%-302.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $575 | $3,423-83.2% | $5,568-89.7% | $3,952-85.4% |
| Admin fee / account holder | $206 | $7,213-97.1% | $16,237-98.7% | $6,260-96.7% |