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 7-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 | $18,138 | $217,402-91.7% | $185,823-90.2% | $167,490-89.2% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 15.10% | 148.36%-133.3pp | 122.05%-106.9pp | 478.56%-463.5pp |
| Employer contribution / active EE | $1,336 | $5,873-77.3% | $5,167-74.1% | $4,837-72.4% |
| Participant deferral / active EE | $2,117 | $6,356-66.7% | $5,568-62.0% | $6,341-66.6% |
| Admin fee / account holder | $299 | $19,811-98.5% | $16,237-98.2% | $12,309-97.6% |