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 | $10,729 | $107,334-90.0% | $92,893-88.5% | $152,861-93.0% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 23.99% | 145.58%-121.6pp | 109.41%-85.4pp | 345.32%-321.3pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $669 | $4,845-86.2% | $4,236-84.2% | $5,850-88.6% |
| Admin fee / account holder | $246 | $7,079-96.5% | $5,794-95.8% | $11,596-97.9% |