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 3-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 | $2,161 | $68,719-96.9% | $91,541-97.6% | $84,808-97.5% |
| Participation rate | 75.3% | 64.5%+10.8pp | 69.8%+5.6pp | 68.3%+7.0pp |
| Annual return | 109.51% | 19.12%+90.4pp | 20.50%+89.0pp | 40.90%+68.6pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $438 | $3,136-86.0% | $4,008-89.1% | $4,212-89.6% |
| Admin fee / account holder | $173 | $5,786-97.0% | $6,956-97.5% | $7,344-97.6% |