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 4-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 | $18,597 | $201,272-90.8% | $184,203-89.9% | $145,922-87.3% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.8pp |
| Annual return | 19.98% | 29.00%-9.0pp | 28.81%-8.8pp | 561.29%-541.3pp |
| Employer contribution / active EE | $978 | $7,022-86.1% | $6,427-84.8% | $4,660-79.0% |
| Participant deferral / active EE | $3,182 | $9,806-67.6% | $9,131-65.2% | $6,688-52.4% |
| Admin fee / account holder | $30 | $16,364-99.8% | $13,901-99.8% | $13,397-99.8% |