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.
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 | $7,180 | $77,813-90.8% | $123,544-94.2% | $64,186-88.8% |
| Participation rate | 71.7% | 74.7%-3.0pp | 82.3%-10.6pp | 69.6%+2.1pp |
| Annual return | -7.91% | 12.48%-20.4pp | 119.20%-127.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $900 | $3,014-70.1% | $4,628-80.6% | $2,381-62.2% |
| Participant deferral / active EE | $1,846 | $5,240-64.8% | $6,426-71.3% | $3,470-46.8% |
| Admin fee / account holder | $297 | $5,519-94.6% | $9,284-96.8% | $4,888-93.9% |