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 | $3,400 | $74,927-95.5% | $101,794-96.7% | $84,808-96.0% |
| Participation rate | 81.1% | 61.4%+19.7pp | 69.2%+11.9pp | 68.3%+12.8pp |
| Annual return | 23.34% | 18.70%+4.6pp | 30.53%-7.2pp | 40.90%-17.6pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $937 | $3,099-69.8% | $4,084-77.1% | $4,212-77.8% |
| Admin fee / account holder | $55 | $6,514-99.2% | $8,777-99.4% | $7,344-99.3% |