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 8-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 | $2,254 | $100,852-97.8% | $90,404-97.5% | $158,922-98.6% |
| Participation rate | 91.3% | 75.0%+16.3pp | 72.7%+18.6pp | 82.0%+9.3pp |
| Annual return | 29.70% | 1724.20%-1694.5pp | 1293.02%-1263.3pp | 302.83%-273.1pp |
| Employer contribution / active EE | $702 | $3,689-81.0% | $3,262-78.5% | $4,761-85.3% |
| Participant deferral / active EE | $720 | $4,348-83.4% | $3,963-81.8% | $5,982-88.0% |
| Admin fee / account holder | $9 | $6,501-99.9% | $5,611-99.8% | $11,246-99.9% |