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.
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 | $2,241 | $114,381-98.0% | $107,525-97.9% | $142,382-98.4% |
| Participation rate | 81.0% | 78.1%+2.8pp | 75.1%+5.9pp | 80.1%+0.8pp |
| Annual return | 21.90% | 242.71%-220.8pp | 181.32%-159.4pp | 217.08%-195.2pp |
| Employer contribution / active EE | $812 | $4,015-79.8% | $3,754-78.4% | $4,299-81.1% |
| Participant deferral / active EE | $1,547 | $5,564-72.2% | $5,116-69.8% | $6,507-76.2% |
| Admin fee / account holder | $195 | $9,860-98.0% | $8,919-97.8% | $12,624-98.5% |