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.
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 | $6,741 | $86,929-92.2% | $102,423-93.4% | $80,856-91.7% |
| Participation rate | 97.1% | 72.4%+24.7pp | 76.5%+20.6pp | 67.6%+29.4pp |
| Annual return | 13.90% | 18.88%-5.0pp | 29.32%-15.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,477 | $2,369-37.7% | $3,023-51.1% | $2,755-46.4% |
| Participant deferral / active EE | $1,626 | $4,118-60.5% | $5,053-67.8% | $4,296-62.1% |
| Admin fee / account holder | $160 | $8,049-98.0% | $9,451-98.3% | $6,918-97.7% |