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.
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 | $10,370 | $69,518-85.1% | $59,878-82.7% | $135,375-92.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 2.65% | 7.94%-5.3pp | 3.46%-0.8pp | 519.73%-517.1pp |
| Employer contribution / active EE | $2,058 | $3,235-36.4% | $2,722-24.4% | $4,779-56.9% |
| Participant deferral / active EE | $352 | $4,206-91.6% | $3,402-89.6% | $5,609-93.7% |
| Admin fee / account holder | $2 | $5,734-100.0% | $3,590-99.9% | $10,827-100.0% |