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 | $4,806 | $57,016-91.6% | $84,966-94.3% | $80,856-94.1% |
| Participation rate | 89.3% | 56.3%+32.9pp | 67.5%+21.8pp | 67.6%+21.6pp |
| Annual return | 14.42% | 21.66%-7.2pp | 66.38%-52.0pp | 35.59%-21.2pp |
| Employer contribution / active EE | $381 | $1,798-78.8% | $2,727-86.0% | $2,755-86.2% |
| Participant deferral / active EE | $678 | $3,110-78.2% | $4,519-85.0% | $4,296-84.2% |
| Admin fee / account holder | $95 | $4,980-98.1% | $6,149-98.5% | $6,918-98.6% |