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 | $15,664 | $72,277-78.3% | $101,248-84.5% | $79,858-80.4% |
| Participation rate | 95.3% | 68.5%+26.9pp | 75.8%+19.5pp | 69.6%+25.7pp |
| Annual return | 15.80% | 22.30%-6.5pp | 46.47%-30.7pp | 31.71%-15.9pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,282 | $3,282-60.9% | $4,370-70.7% | $3,740-65.7% |
| Admin fee / account holder | $194 | $4,400-95.6% | $5,945-96.7% | $5,306-96.4% |