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 | $1,454 | $104,974-98.6% | $95,585-98.5% | $142,382-99.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 27.68% | 210.33%-182.7pp | 38.56%-10.9pp | 217.08%-189.4pp |
| Employer contribution / active EE | $437 | $2,779-84.3% | $2,527-82.7% | $4,299-89.8% |
| Participant deferral / active EE | $491 | $4,352-88.7% | $4,023-87.8% | $6,507-92.5% |
| Admin fee / account holder | $132 | $6,386-97.9% | $6,127-97.8% | $12,624-99.0% |