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 | $1,583 | $49,922-96.8% | $80,569-98.0% | $75,163-97.9% |
| Participation rate | 78.9% | 55.3%+23.6pp | 67.0%+11.9pp | 67.2%+11.8pp |
| Annual return | 108.12% | 34.69%+73.4pp | 935.43%-827.3pp | 160.62%-52.5pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $577 | $2,990-80.7% | $4,447-87.0% | $4,125-86.0% |
| Admin fee / account holder | $160 | $3,577-95.5% | $5,377-97.0% | $5,651-97.2% |