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 | $12,711 | $138,065-90.8% | $123,544-89.7% | $135,375-90.6% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -6.35% | 153.68%-160.0pp | 119.20%-125.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $796 | $5,151-84.5% | $4,628-82.8% | $4,779-83.3% |
| Participant deferral / active EE | $2,404 | $6,799-64.6% | $6,426-62.6% | $5,609-57.1% |
| Admin fee / account holder | $10 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |