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 | $877 | $104,486-99.2% | $76,817-98.9% | $152,861-99.4% |
| Participation rate | 80.0% | 76.6%+3.4pp | 72.1%+7.9pp | 82.4%-2.4pp |
| Annual return | 117.69% | 1013.37%-895.7pp | 1166.11%-1048.4pp | 345.32%-227.6pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,302-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $591 | $4,236-86.1% | $3,336-82.3% | $5,850-89.9% |
| Admin fee / account holder | $2 | $12,275-100.0% | $6,420-100.0% | $11,596-100.0% |