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 | $1,164 | $109,327-98.9% | $89,391-98.7% | $158,922-99.3% |
| Participation rate | 82.6% | 74.3%+8.3pp | 68.0%+14.6pp | 82.0%+0.7pp |
| Annual return | 0.00% | 345.68%-345.7pp | 245.62%-245.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $394 | $3,170-87.6% | $2,586-84.8% | $4,761-91.7% |
| Participant deferral / active EE | $480 | $4,598-89.6% | $3,890-87.7% | $5,982-92.0% |
| Admin fee / account holder | $9 | $6,153-99.9% | $4,881-99.8% | $11,246-99.9% |