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 | $5,426 | $110,261-95.1% | $95,745-94.3% | $139,434-96.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.65% | 27.11%-4.5pp | 28.35%-5.7pp | 372.94%-350.3pp |
| Employer contribution / active EE | $595 | $3,257-81.7% | $2,835-79.0% | $4,751-87.5% |
| Participant deferral / active EE | $683 | $4,676-85.4% | $4,245-83.9% | $6,710-89.8% |
| Admin fee / account holder | $284 | $6,613-95.7% | $5,678-95.0% | $11,403-97.5% |