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 | $19,767 | $157,256-87.4% | $141,162-86.0% | $152,861-87.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 30.14% | 64.32%-34.2pp | 71.39%-41.3pp | 345.32%-315.2pp |
| Employer contribution / active EE | $750 | $5,261-85.7% | $4,735-84.2% | $4,762-84.3% |
| Participant deferral / active EE | $6,754 | $7,109-5.0% | $6,709+0.7% | $5,850+15.4% |
| Admin fee / account holder | $244 | $12,120-98.0% | $10,261-97.6% | $11,596-97.9% |