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 | $12,495 | $112,096-88.9% | $95,952-87.0% | $158,922-92.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 26.45% | 171.09%-144.6pp | 91.61%-65.2pp | 302.83%-276.4pp |
| Employer contribution / active EE | $1,429 | $3,198-55.3% | $2,541-43.8% | $4,761-70.0% |
| Participant deferral / active EE | $995 | $4,784-79.2% | $4,167-76.1% | $5,982-83.4% |
| Admin fee / account holder | $54 | $10,130-99.5% | $6,795-99.2% | $11,246-99.5% |