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 | $3,929 | $185,822-97.9% | $169,993-97.7% | $139,434-97.2% |
| Participation rate | 76.5% | 87.8%-11.3pp | 87.0%-10.5pp | 80.3%-3.8pp |
| Annual return | 24.85% | 60.50%-35.6pp | 53.37%-28.5pp | 372.94%-348.1pp |
| Employer contribution / active EE | $0 | $7,590-100.0% | $6,785-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,931 | $11,622-83.4% | $10,408-81.4% | $6,710-71.2% |
| Admin fee / account holder | $75 | $15,381-99.5% | $12,815-99.4% | $11,403-99.3% |