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 | $23,980 | $152,587-84.3% | $125,175-80.8% | $152,861-84.3% |
| Participation rate | 94.1% | 83.3%+10.8pp | 79.8%+14.3pp | 82.4%+11.7pp |
| Annual return | 15.90% | 54.84%-38.9pp | 43.79%-27.9pp | 345.32%-329.4pp |
| Employer contribution / active EE | $588 | $4,946-88.1% | $3,865-84.8% | $4,762-87.6% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,850-100.0% |
| Admin fee / account holder | $213 | $13,434-98.4% | $9,702-97.8% | $11,596-98.2% |