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.
Employer 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 | $9,488 | $189,613-95.0% | $167,512-94.3% | $142,382-93.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 23.76% | 2024.68%-2000.9pp | 1615.79%-1592.0pp | 217.08%-193.3pp |
| Employer contribution / active EE | $489 | $4,349-88.8% | $3,882-87.4% | $4,299-88.6% |
| Participant deferral / active EE | $1,856 | $6,981-73.4% | $6,405-71.0% | $6,507-71.5% |
| Admin fee / account holder | $4 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |