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 | $15,694 | $198,466-92.1% | $170,442-90.8% | $147,584-89.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.99% | 257.29%-246.3pp | 205.93%-194.9pp | 578.55%-567.6pp |
| Employer contribution / active EE | $4,182 | $6,184-32.4% | $5,433-23.0% | $4,876-14.2% |
| Participant deferral / active EE | $544 | $5,629-90.3% | $4,939-89.0% | $5,439-90.0% |
| Admin fee / account holder | $82 | $16,852-99.5% | $13,880-99.4% | $10,885-99.2% |