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 | $2,469 | $82,882-97.0% | $127,761-98.1% | $72,985-96.6% |
| Participation rate | 95.0% | 71.5%+23.5pp | 79.0%+16.0pp | 69.5%+25.5pp |
| Annual return | 87.77% | 32.20%+55.6pp | 26.14%+61.6pp | 81.00%+6.8pp |
| Employer contribution / active EE | $776 | $3,346-76.8% | $4,574-83.0% | $2,440-68.2% |
| Participant deferral / active EE | $2,231 | $4,791-53.4% | $6,021-62.9% | $3,607-38.2% |
| Admin fee / account holder | $96 | $6,487-98.5% | $9,395-99.0% | $5,124-98.1% |