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 | $2,686 | $175,202-98.5% | $149,673-98.2% | $139,434-98.1% |
| Participation rate | 86.4% | 83.4%+3.0pp | 78.8%+7.6pp | 80.3%+6.0pp |
| Annual return | 34.20% | 166.71%-132.5pp | 134.42%-100.2pp | 372.94%-338.7pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,632 | $6,519-75.0% | $5,680-71.3% | $6,710-75.7% |
| Admin fee / account holder | $122 | $16,150-99.2% | $13,210-99.1% | $11,403-98.9% |