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 9-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 | $13,183 | $83,337-84.2% | $67,834-80.6% | $273,961-95.2% |
| Participation rate | 72.7% | 76.4%-3.7pp | 68.8%+3.9pp | 83.0%-10.3pp |
| Annual return | 4.60% | 259.45%-254.8pp | 138.47%-133.9pp | 41.45%-36.8pp |
| Employer contribution / active EE | $673 | $3,287-79.5% | $2,403-72.0% | $4,869-86.2% |
| Participant deferral / active EE | $407 | $4,088-90.1% | $3,160-87.1% | $5,287-92.3% |
| Admin fee / account holder | $80 | $6,752-98.8% | $4,622-98.3% | $10,132-99.2% |