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 8-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 | $7,848 | $109,359-92.8% | $162,163-95.2% | $72,985-89.2% |
| Participation rate | 88.7% | 84.3%+4.4pp | 87.6%+1.1pp | 69.5%+19.2pp |
| Annual return | 291.72% | 25.46%+266.3pp | 115.59%+176.1pp | 81.00%+210.7pp |
| Employer contribution / active EE | $68 | $3,907-98.3% | $5,614-98.8% | $2,440-97.2% |
| Participant deferral / active EE | $4,249 | $5,481-22.5% | $7,298-41.8% | $3,607+17.8% |
| Admin fee / account holder | $78 | $7,972-99.0% | $10,843-99.3% | $5,124-98.5% |