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 3-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 | $4,854 | $111,724-95.7% | $93,606-94.8% | $145,922-96.7% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 21.50% | 202.98%-181.5pp | 133.20%-111.7pp | 561.29%-539.8pp |
| Employer contribution / active EE | $422 | $3,090-86.3% | $2,420-82.6% | $4,660-90.9% |
| Participant deferral / active EE | $1,907 | $4,912-61.2% | $4,411-56.8% | $6,688-71.5% |
| Admin fee / account holder | $31 | $10,250-99.7% | $8,285-99.6% | $13,397-99.8% |