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 | $1,343 | $69,207-98.1% | $64,056-97.9% | $139,434-99.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 42.10% | 45.88%-3.8pp | 33.69%+8.4pp | 372.94%-330.8pp |
| Employer contribution / active EE | $439 | $3,182-86.2% | $2,747-84.0% | $4,751-90.8% |
| Participant deferral / active EE | $809 | $4,682-82.7% | $3,880-79.2% | $6,710-87.9% |
| Admin fee / account holder | $27 | $4,244-99.4% | $3,068-99.1% | $11,403-99.8% |