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 4-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 | $5,498 | $102,604-94.6% | $86,188-93.6% | $139,434-96.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 53.14% | 1922.51%-1869.4pp | 1168.45%-1115.3pp | 372.94%-319.8pp |
| Employer contribution / active EE | $279 | $3,032-90.8% | $2,380-88.3% | $4,751-94.1% |
| Participant deferral / active EE | $6,303 | $4,676+34.8% | $3,985+58.2% | $6,710-6.1% |
| Admin fee / account holder | $146 | $8,657-98.3% | $6,852-97.9% | $11,403-98.7% |