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 | $6,222 | $60,124-89.7% | $90,404-93.1% | $79,858-92.2% |
| Participation rate | 95.8% | 65.0%+30.9pp | 72.7%+23.2pp | 69.6%+26.2pp |
| Annual return | 20.38% | 71.94%-51.6pp | 1293.02%-1272.6pp | 31.71%-11.3pp |
| Employer contribution / active EE | $406 | $2,068-80.3% | $3,262-87.5% | $2,471-83.5% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $166 | $3,976-95.8% | $5,611-97.0% | $5,306-96.9% |