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.
Employer 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 | $10,327 | $171,865-94.0% | $149,718-93.1% | $147,584-93.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.49% | 2113.22%-2091.7pp | 1501.63%-1480.1pp | 578.55%-557.1pp |
| Employer contribution / active EE | $910 | $6,275-85.5% | $5,445-83.3% | $4,876-81.3% |
| Participant deferral / active EE | $2,800 | $7,271-61.5% | $6,569-57.4% | $5,439-48.5% |
| Admin fee / account holder | $67 | $13,799-99.5% | $11,283-99.4% | $10,885-99.4% |