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 3-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 | $1,291 | $30,400-95.8% | $53,898-97.6% | $84,808-98.5% |
| Participation rate | 86.7% | 46.4%+40.3pp | 55.0%+31.8pp | 68.3%+18.4pp |
| Annual return | 107.36% | 500.19%-392.8pp | 528.60%-421.2pp | 40.90%+66.5pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,230 | $1,199+2.6% | $1,826-32.6% | $4,212-70.8% |
| Admin fee / account holder | $35 | $1,993-98.3% | $2,491-98.6% | $7,344-99.5% |