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 3-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 | $5,877 | $117,983-95.0% | $101,794-94.2% | $142,382-95.9% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.2%+3.5pp | 80.1%-7.4pp |
| Annual return | 24.93% | 36.92%-12.0pp | 30.53%-5.6pp | 217.08%-192.1pp |
| Employer contribution / active EE | $864 | $2,773-68.8% | $2,289-62.3% | $4,299-79.9% |
| Participant deferral / active EE | $1,104 | $4,714-76.6% | $4,084-73.0% | $6,507-83.0% |
| Admin fee / account holder | $51 | $10,433-99.5% | $8,777-99.4% | $12,624-99.6% |