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 7-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 | $9,071 | $94,625-90.4% | $116,228-92.2% | $84,808-89.3% |
| Participation rate | 73.1% | 70.4%+2.6pp | 74.6%-1.5pp | 68.3%+4.8pp |
| Annual return | 44.51% | 20.40%+24.1pp | 90.06%-45.6pp | 40.90%+3.6pp |
| Employer contribution / active EE | $1,069 | $2,347-54.4% | $2,994-64.3% | $2,631-59.4% |
| Participant deferral / active EE | $1,515 | $3,972-61.9% | $4,953-69.4% | $4,212-64.0% |
| Admin fee / account holder | $189 | $10,091-98.1% | $11,989-98.4% | $7,344-97.4% |