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 6-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 | $4,749 | $165,335-97.1% | $149,696-96.8% | $158,922-97.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 52.06% | 348.15%-296.1pp | 276.60%-224.5pp | 302.83%-250.8pp |
| Employer contribution / active EE | $1,335 | $5,103-73.8% | $4,644-71.3% | $4,761-72.0% |
| Participant deferral / active EE | $1,376 | $7,181-80.8% | $6,842-79.9% | $5,982-77.0% |
| Admin fee / account holder | $43 | $10,807-99.6% | $9,309-99.5% | $11,246-99.6% |