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 6-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 | $8,810 | $49,173-82.1% | $121,098-92.7% | $75,163-88.3% |
| Participation rate | 79.5% | 55.4%+24.1pp | 69.5%+10.0pp | 67.2%+12.3pp |
| Annual return | 23.14% | 55.99%-32.8pp | 985.75%-962.6pp | 160.62%-137.5pp |
| Employer contribution / active EE | $2,647 | $1,546+71.3% | $4,164-36.4% | $2,670-0.8% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $4,080-100.0% | $4,125-100.0% |
| Admin fee / account holder | $259 | $3,942-93.4% | $5,644-95.4% | $5,651-95.4% |