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 | $4,132 | $95,266-95.7% | $82,389-95.0% | $142,382-97.1% |
| Participation rate | 71.4% | 74.5%-3.0pp | 69.5%+1.9pp | 80.1%-8.7pp |
| Annual return | 11.48% | 25.74%-14.3pp | 28.67%-17.2pp | 217.08%-205.6pp |
| Employer contribution / active EE | $706 | $2,991-76.4% | $2,517-72.0% | $4,299-83.6% |
| Participant deferral / active EE | $840 | $4,809-82.5% | $4,155-79.8% | $6,507-87.1% |
| Admin fee / account holder | $289 | $8,563-96.6% | $7,231-96.0% | $12,624-97.7% |