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 | $11,832 | $165,335-92.8% | $149,696-92.1% | $158,922-92.6% |
| Participation rate | 73.3% | 84.6%-11.2pp | 82.5%-9.1pp | 82.0%-8.6pp |
| Annual return | 27.63% | 348.15%-320.5pp | 276.60%-249.0pp | 302.83%-275.2pp |
| Employer contribution / active EE | $1,338 | $5,103-73.8% | $4,644-71.2% | $4,761-71.9% |
| Participant deferral / active EE | $2,303 | $7,181-67.9% | $6,842-66.3% | $5,982-61.5% |
| Admin fee / account holder | $120 | $10,807-98.9% | $9,309-98.7% | $11,246-98.9% |