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 | $18,499 | $65,703-71.8% | $94,224-80.4% | $59,632-69.0% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 22.28% | 5.22%+17.1pp | 10.68%+11.6pp | 2041.28%-2019.0pp |
| Employer contribution / active EE | $1,974 | $2,021-2.3% | $3,587-45.0% | $2,203-10.4% |
| Participant deferral / active EE | $452 | $3,143-85.6% | $4,320-89.5% | $3,192-85.8% |
| Admin fee / account holder | $35 | $4,264-99.2% | $6,269-99.4% | $4,297-99.2% |