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 | $3,596 | $124,281-97.1% | $109,143-96.7% | $167,490-97.9% |
| Participation rate | 88.9% | 79.4%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 20.02% | 26.04%-6.0pp | 25.75%-5.7pp | 478.56%-458.5pp |
| Employer contribution / active EE | $874 | $4,207-79.2% | $3,722-76.5% | $4,837-81.9% |
| Participant deferral / active EE | $1,479 | $5,255-71.9% | $4,653-68.2% | $6,341-76.7% |
| Admin fee / account holder | $10 | $7,970-99.9% | $6,752-99.9% | $12,309-99.9% |