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 3-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 | $871 | $48,795-98.2% | $65,493-98.7% | $84,808-99.0% |
| Participation rate | 85.1% | 67.0%+18.1pp | 73.1%+12.0pp | 68.3%+16.8pp |
| Annual return | 26.73% | 20.20%+6.5pp | 982.45%-955.7pp | 40.90%-14.2pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $329 | $2,928-88.8% | $3,961-91.7% | $4,212-92.2% |
| Admin fee / account holder | $22 | $3,877-99.4% | $5,028-99.6% | $7,344-99.7% |