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 8-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 | $13,318 | $97,757-86.4% | $83,848-84.1% | $135,375-90.2% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -5.92% | 1287.37%-1293.3pp | 850.88%-856.8pp | 519.73%-525.7pp |
| Employer contribution / active EE | $6,748 | $4,222+59.9% | $3,631+85.9% | $4,779+41.2% |
| Participant deferral / active EE | $909 | $4,682-80.6% | $4,082-77.7% | $5,609-83.8% |
| Admin fee / account holder | $1 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |