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 10-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 | $20,533 | $81,460-74.8% | $103,333-80.1% | $80,856-74.6% |
| Participation rate | 92.6% | 66.8%+25.7pp | 74.5%+18.1pp | 67.6%+25.0pp |
| Annual return | 12.32% | 25.55%-13.2pp | 24.88%-12.6pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,267 | $3,105-59.2% | $3,868-67.3% | $2,755-54.0% |
| Participant deferral / active EE | $1,581 | $3,869-59.1% | $5,057-68.7% | $4,296-63.2% |
| Admin fee / account holder | $236 | $6,566-96.4% | $8,355-97.2% | $6,918-96.6% |