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 3-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 | $2,672 | $66,098-96.0% | $101,794-97.4% | $74,304-96.4% |
| Participation rate | 84.0% | 53.8%+30.2pp | 69.2%+14.8pp | 60.3%+23.7pp |
| Annual return | 21.13% | 19.59%+1.5pp | 30.53%-9.4pp | 29.43%-8.3pp |
| Employer contribution / active EE | $379 | $1,082-64.9% | $2,289-83.4% | $2,241-83.1% |
| Participant deferral / active EE | $948 | $2,781-65.9% | $4,084-76.8% | $3,767-74.8% |
| Admin fee / account holder | $284 | $4,146-93.2% | $8,777-96.8% | $2,969-90.4% |