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 4-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 | $952 | $102,604-99.1% | $86,188-98.9% | $139,434-99.3% |
| Participation rate | 70.6% | 74.5%-3.9pp | 69.0%+1.6pp | 80.3%-9.7pp |
| Annual return | 24.49% | 1922.51%-1898.0pp | 1168.45%-1144.0pp | 372.94%-348.4pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $337 | $4,676-92.8% | $3,985-91.6% | $6,710-95.0% |
| Admin fee / account holder | $94 | $8,657-98.9% | $6,852-98.6% | $11,403-99.2% |