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 4-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 | $8,284 | $81,460-89.8% | $103,333-92.0% | $80,856-89.8% |
| Participation rate | 96.5% | 66.8%+29.6pp | 74.5%+22.0pp | 67.6%+28.9pp |
| Annual return | 18.66% | 25.55%-6.9pp | 24.88%-6.2pp | 35.59%-16.9pp |
| Employer contribution / active EE | $3,717 | $3,105+19.7% | $3,868-3.9% | $2,755+34.9% |
| Participant deferral / active EE | $1,551 | $3,869-59.9% | $5,057-69.3% | $4,296-63.9% |
| Admin fee / account holder | $289 | $6,566-95.6% | $8,355-96.5% | $6,918-95.8% |