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 | $19,843 | $197,591-90.0% | $177,821-88.8% | $158,922-87.5% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.7%+6.0pp | 82.0%+11.8pp |
| Annual return | 32.05% | 58.76%-26.7pp | 48.32%-16.3pp | 302.83%-270.8pp |
| Employer contribution / active EE | $1,402 | $6,697-79.1% | $5,918-76.3% | $4,761-70.6% |
| Participant deferral / active EE | $7,999 | $8,405-4.8% | $7,714+3.7% | $5,982+33.7% |
| Admin fee / account holder | $147 | $15,399-99.0% | $12,427-98.8% | $11,246-98.7% |