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 | $7,340 | $102,604-92.8% | $86,188-91.5% | $139,434-94.7% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 17.72% | 1922.51%-1904.8pp | 1168.45%-1150.7pp | 372.94%-355.2pp |
| Employer contribution / active EE | $636 | $3,032-79.0% | $2,380-73.3% | $4,751-86.6% |
| Participant deferral / active EE | $809 | $4,676-82.7% | $3,985-79.7% | $6,710-87.9% |
| Admin fee / account holder | $104 | $8,657-98.8% | $6,852-98.5% | $11,403-99.1% |