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 5-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 | $13,454 | $185,822-92.8% | $169,993-92.1% | $139,434-90.4% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 25.79% | 60.50%-34.7pp | 53.37%-27.6pp | 372.94%-347.1pp |
| Employer contribution / active EE | $2,260 | $7,590-70.2% | $6,785-66.7% | $4,751-52.4% |
| Participant deferral / active EE | $2,988 | $11,622-74.3% | $10,408-71.3% | $6,710-55.5% |
| Admin fee / account holder | $275 | $15,381-98.2% | $12,815-97.9% | $11,403-97.6% |