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 | $5,496 | $80,717-93.2% | $154,803-96.4% | $84,808-93.5% |
| Participation rate | 84.7% | 66.8%+17.9pp | 78.1%+6.7pp | 68.3%+16.4pp |
| Annual return | 17.00% | 37.96%-21.0pp | 58.88%-41.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $13 | $2,761-99.5% | $4,305-99.7% | $2,631-99.5% |
| Participant deferral / active EE | $980 | $3,303-70.3% | $5,540-82.3% | $4,212-76.7% |
| Admin fee / account holder | $276 | $6,746-95.9% | $14,329-98.1% | $7,344-96.2% |