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 6-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 | $5,253 | $177,572-97.0% | $154,803-96.6% | $142,382-96.3% |
| Participation rate | 72.2% | 82.1%-9.8pp | 78.1%-5.8pp | 80.1%-7.9pp |
| Annual return | 18.84% | 65.07%-46.2pp | 58.88%-40.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,000 | $4,810-79.2% | $4,305-76.8% | $4,299-76.7% |
| Participant deferral / active EE | $1,000 | $6,272-84.1% | $5,540-82.0% | $6,507-84.6% |
| Admin fee / account holder | $273 | $16,786-98.4% | $14,329-98.1% | $12,624-97.8% |