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 9-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 | $16,417 | $152,587-89.2% | $125,175-86.9% | $152,861-89.3% |
| Participation rate | 81.8% | 83.3%-1.5pp | 79.8%+2.0pp | 82.4%-0.6pp |
| Annual return | 26.13% | 54.84%-28.7pp | 43.79%-17.7pp | 345.32%-319.2pp |
| Employer contribution / active EE | $1,105 | $4,946-77.7% | $3,865-71.4% | $4,762-76.8% |
| Participant deferral / active EE | $1,693 | $5,868-71.2% | $4,937-65.7% | $5,850-71.1% |
| Admin fee / account holder | $63 | $13,434-99.5% | $9,702-99.4% | $11,596-99.5% |