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 | $19,880 | $214,378-90.7% | $200,582-90.1% | $142,382-86.0% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 23.86% | 46.41%-22.5pp | 42.33%-18.5pp | 217.08%-193.2pp |
| Employer contribution / active EE | $1,878 | $6,841-72.5% | $6,419-70.7% | $4,299-56.3% |
| Participant deferral / active EE | $2,783 | $9,865-71.8% | $9,331-70.2% | $6,507-57.2% |
| Admin fee / account holder | $68 | $17,692-99.6% | $16,305-99.6% | $12,624-99.5% |