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.
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 | $1,138 | $109,327-99.0% | $89,391-98.7% | $158,922-99.3% |
| Participation rate | 84.2% | 74.3%+10.0pp | 68.0%+16.2pp | 82.0%+2.3pp |
| Annual return | 69.41% | 345.68%-276.3pp | 245.62%-176.2pp | 302.83%-233.4pp |
| Employer contribution / active EE | $378 | $3,170-88.1% | $2,586-85.4% | $4,761-92.1% |
| Participant deferral / active EE | $566 | $4,598-87.7% | $3,890-85.4% | $5,982-90.5% |
| Admin fee / account holder | $2 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |