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 9-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 | $7,465 | $61,774-87.9% | $97,226-92.3% | $80,856-90.8% |
| Participation rate | 75.8% | 63.5%+12.3pp | 72.7%+3.1pp | 67.6%+8.1pp |
| Annual return | 16.65% | -557.90%+574.6pp | 75.13%-58.5pp | 35.59%-18.9pp |
| Employer contribution / active EE | $337 | $1,837-81.7% | $2,729-87.7% | $2,755-87.8% |
| Participant deferral / active EE | $2,195 | $3,029-27.5% | $4,264-48.5% | $4,296-48.9% |
| Admin fee / account holder | $168 | $5,166-96.7% | $5,654-97.0% | $6,918-97.6% |