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 | $17,371 | $77,813-77.7% | $123,544-85.9% | $64,186-72.9% |
| Participation rate | 90.0% | 74.7%+15.3pp | 82.3%+7.7pp | 69.6%+20.4pp |
| Annual return | -6.73% | 12.48%-19.2pp | 119.20%-125.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $904 | $3,014-70.0% | $4,628-80.5% | $2,381-62.0% |
| Participant deferral / active EE | $2,012 | $5,240-61.6% | $6,426-68.7% | $3,470-42.0% |
| Admin fee / account holder | $54 | $5,519-99.0% | $9,284-99.4% | $4,888-98.9% |