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 | $885 | $57,281-98.5% | $86,612-99.0% | $75,163-98.8% |
| Participation rate | 79.5% | 63.2%+16.3pp | 71.7%+7.8pp | 67.2%+12.3pp |
| Annual return | 41.43% | 2670.75%-2629.3pp | 591.07%-549.6pp | 160.62%-119.2pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $579 | $3,318-82.5% | $4,438-87.0% | $4,125-86.0% |
| Admin fee / account holder | $120 | $4,112-97.1% | $5,614-97.9% | $5,651-97.9% |