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.
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 | $1,870 | $91,552-98.0% | $133,956-98.6% | $79,858-97.7% |
| Participation rate | 78.0% | 73.3%+4.7pp | 79.8%-1.8pp | 69.6%+8.4pp |
| Annual return | 37.99% | 61.85%-23.9pp | 45.09%-7.1pp | 31.71%+6.3pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,031 | $3,733-72.4% | $5,048-79.6% | $3,740-72.4% |
| Admin fee / account holder | $21 | $6,321-99.7% | $8,927-99.8% | $5,306-99.6% |