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.
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 | $6,084 | $60,124-89.9% | $90,404-93.3% | $79,858-92.4% |
| Participation rate | 78.9% | 65.0%+14.0pp | 72.7%+6.3pp | 69.6%+9.3pp |
| Annual return | 14.10% | 71.94%-57.8pp | 1293.02%-1278.9pp | 31.71%-17.6pp |
| Employer contribution / active EE | $66 | $2,068-96.8% | $3,262-98.0% | $2,471-97.3% |
| Participant deferral / active EE | $775 | $2,938-73.6% | $3,963-80.4% | $3,740-79.3% |
| Admin fee / account holder | $247 | $3,976-93.8% | $5,611-95.6% | $5,306-95.3% |