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 10-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 | $12,127 | $98,750-87.7% | $149,696-91.9% | $79,858-84.8% |
| Participation rate | 73.1% | 75.8%-2.7pp | 82.5%-9.4pp | 69.6%+3.4pp |
| Annual return | 21.05% | 27.43%-6.4pp | 276.60%-255.6pp | 31.71%-10.7pp |
| Employer contribution / active EE | $696 | $3,216-78.4% | $4,644-85.0% | $2,471-71.8% |
| Participant deferral / active EE | $1,815 | $5,680-68.0% | $6,842-73.5% | $3,740-51.5% |
| Admin fee / account holder | $53 | $6,053-99.1% | $9,309-99.4% | $5,306-99.0% |