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 7-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.
Employer 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 | $25,423 | $109,359-76.8% | $162,163-84.3% | $72,985-65.2% |
| Participation rate | 81.3% | 84.3%-3.0pp | 87.6%-6.3pp | 69.5%+11.8pp |
| Annual return | 151.29% | 25.46%+125.8pp | 115.59%+35.7pp | 81.00%+70.3pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,058 | $5,481-26.0% | $7,298-44.4% | $3,607+12.5% |
| Admin fee / account holder | $222 | $7,972-97.2% | $10,843-98.0% | $5,124-95.7% |