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 8-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 | $16,335 | $217,402-92.5% | $185,823-91.2% | $167,490-90.2% |
| Participation rate | 91.7% | 86.0%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 36.75% | 148.36%-111.6pp | 122.05%-85.3pp | 478.56%-441.8pp |
| Employer contribution / active EE | $772 | $5,873-86.8% | $5,167-85.1% | $4,837-84.0% |
| Participant deferral / active EE | $4,610 | $6,356-27.5% | $5,568-17.2% | $6,341-27.3% |
| Admin fee / account holder | $39 | $19,811-99.8% | $16,237-99.8% | $12,309-99.7% |