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 10-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 | $14,044 | $65,365-78.5% | $92,893-84.9% | $72,985-80.8% |
| Participation rate | 90.7% | 68.3%+22.4pp | 76.0%+14.7pp | 69.5%+21.2pp |
| Annual return | 22.47% | 42.10%-19.6pp | 109.41%-86.9pp | 81.00%-58.5pp |
| Employer contribution / active EE | $2,419 | $2,594-6.8% | $3,653-33.8% | $2,440-0.9% |
| Participant deferral / active EE | $997 | $3,128-68.1% | $4,236-76.5% | $3,607-72.4% |
| Admin fee / account holder | $104 | $4,251-97.5% | $5,794-98.2% | $5,124-98.0% |