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 | $10,636 | $82,664-87.1% | $125,339-91.5% | $68,494-84.5% |
| Participation rate | 89.7% | 75.0%+14.7pp | 82.4%+7.4pp | 67.9%+21.9pp |
| Annual return | 19.87% | -5.97%+25.8pp | 572.05%-552.2pp | -7.84%+27.7pp |
| Employer contribution / active EE | $1,042 | $3,381-69.2% | $4,814-78.4% | $2,596-59.9% |
| Participant deferral / active EE | $1,809 | $6,110-70.4% | $7,446-75.7% | $4,027-55.1% |
| Admin fee / account holder | $50 | $6,275-99.2% | $10,010-99.5% | $5,403-99.1% |