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.
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 | $1,047 | $61,774-98.3% | $97,226-98.9% | $80,856-98.7% |
| Participation rate | 78.8% | 63.5%+15.3pp | 72.7%+6.1pp | 67.6%+11.1pp |
| Annual return | 15.04% | -557.90%+572.9pp | 75.13%-60.1pp | 35.59%-20.6pp |
| Employer contribution / active EE | $597 | $1,837-67.5% | $2,729-78.1% | $2,755-78.3% |
| Participant deferral / active EE | $317 | $3,029-89.5% | $4,264-92.6% | $4,296-92.6% |
| Admin fee / account holder | $31 | $5,166-99.4% | $5,654-99.5% | $6,918-99.6% |