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 7-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 | $8,126 | $165,335-95.1% | $149,696-94.6% | $158,922-94.9% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 31.48% | 348.15%-316.7pp | 276.60%-245.1pp | 302.83%-271.3pp |
| Employer contribution / active EE | $605 | $5,103-88.1% | $4,644-87.0% | $4,761-87.3% |
| Participant deferral / active EE | $2,854 | $7,181-60.3% | $6,842-58.3% | $5,982-52.3% |
| Admin fee / account holder | $189 | $10,807-98.3% | $9,309-98.0% | $11,246-98.3% |