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.
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 | $1,692 | $60,892-97.2% | $82,389-97.9% | $84,808-98.0% |
| Participation rate | 96.4% | 63.3%+33.1pp | 69.5%+26.8pp | 68.3%+28.1pp |
| Annual return | 40.88% | 37.29%+3.6pp | 28.67%+12.2pp | 40.90%0pp |
| Employer contribution / active EE | $420 | $1,779-76.4% | $2,517-83.3% | $2,631-84.0% |
| Participant deferral / active EE | $1,077 | $3,179-66.1% | $4,155-74.1% | $4,212-74.4% |
| Admin fee / account holder | $215 | $5,467-96.1% | $7,231-97.0% | $7,344-97.1% |