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 7-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 | $14,261 | $109,359-87.0% | $162,163-91.2% | $72,985-80.5% |
| Participation rate | 76.5% | 84.3%-7.8pp | 87.6%-11.1pp | 69.5%+7.0pp |
| Annual return | 26.75% | 25.46%+1.3pp | 115.59%-88.8pp | 81.00%-54.3pp |
| Employer contribution / active EE | $1,693 | $3,907-56.7% | $5,614-69.8% | $2,440-30.6% |
| Participant deferral / active EE | $1,981 | $5,481-63.9% | $7,298-72.9% | $3,607-45.1% |
| Admin fee / account holder | $251 | $7,972-96.9% | $10,843-97.7% | $5,124-95.1% |