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 | $3,000 | $49,227-93.9% | $70,449-95.7% | $79,858-96.2% |
| Participation rate | 93.3% | 69.2%+24.2pp | 75.1%+18.3pp | 69.6%+23.7pp |
| Annual return | 61.94% | 30.06%+31.9pp | 109.03%-47.1pp | 31.71%+30.2pp |
| Employer contribution / active EE | $583 | $2,099-72.2% | $2,737-78.7% | $2,471-76.4% |
| Participant deferral / active EE | $589 | $2,768-78.7% | $3,709-84.1% | $3,740-84.3% |
| Admin fee / account holder | $16 | $2,878-99.4% | $3,845-99.6% | $5,306-99.7% |