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.
Employer 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 | $8,471 | $73,933-88.5% | $96,683-91.2% | $75,163-88.7% |
| Participation rate | 93.5% | 66.4%+27.1pp | 74.3%+19.2pp | 67.2%+26.4pp |
| Annual return | 21.66% | 26.70%-5.0pp | 35.69%-14.0pp | 160.62%-139.0pp |
| Employer contribution / active EE | $4 | $2,928-99.9% | $3,737-99.9% | $2,670-99.9% |
| Participant deferral / active EE | $2,973 | $3,659-18.7% | $4,878-39.0% | $4,125-27.9% |
| Admin fee / account holder | $32 | $5,216-99.4% | $6,730-99.5% | $5,651-99.4% |