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 10-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 | $4,309 | $127,386-96.6% | $115,037-96.3% | $125,391-96.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 212.75% | 31.28%+181.5pp | 26.14%+186.6pp | 282.22%-69.5pp |
| Employer contribution / active EE | $996 | $5,166-80.7% | $4,608-78.4% | $4,866-79.5% |
| Participant deferral / active EE | $1,672 | $6,423-74.0% | $6,026-72.3% | $5,352-68.8% |
| Admin fee / account holder | $29 | $9,516-99.7% | $8,175-99.7% | $9,540-99.7% |