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 6-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 | $16,579 | $98,750-83.2% | $149,696-88.9% | $79,858-79.2% |
| Participation rate | 92.5% | 75.8%+16.8pp | 82.5%+10.1pp | 69.6%+22.9pp |
| Annual return | 164.35% | 27.43%+136.9pp | 276.60%-112.2pp | 31.71%+132.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,843 | $5,680+55.7% | $6,842+29.2% | $3,740+136.4% |
| Admin fee / account holder | $211 | $6,053-96.5% | $9,309-97.7% | $5,306-96.0% |