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.
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 | $2,531 | $72,400-96.5% | $67,502-96.2% | $145,922-98.3% |
| Participation rate | 83.3% | 76.9%+6.5pp | 72.9%+10.5pp | 80.3%+3.1pp |
| Annual return | 15.48% | 7182.46%-7167.0pp | 3512.12%-3496.6pp | 561.29%-545.8pp |
| Employer contribution / active EE | $721 | $3,069-76.5% | $2,731-73.6% | $4,660-84.5% |
| Participant deferral / active EE | $721 | $4,783-84.9% | $4,000-82.0% | $6,688-89.2% |
| Admin fee / account holder | $142 | $5,539-97.4% | $3,998-96.4% | $13,397-98.9% |