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 3-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 | $5,615 | $108,919-94.8% | $100,391-94.4% | $145,922-96.2% |
| Participation rate | 86.7% | 82.9%+3.7pp | 81.5%+5.2pp | 80.3%+6.4pp |
| Annual return | 25.65% | 57.88%-32.2pp | 49.20%-23.6pp | 561.29%-535.6pp |
| Employer contribution / active EE | $1,459 | $4,419-67.0% | $3,942-63.0% | $4,660-68.7% |
| Participant deferral / active EE | $2,057 | $8,445-75.6% | $8,082-74.6% | $6,688-69.2% |
| Admin fee / account holder | $153 | $9,689-98.4% | $7,899-98.1% | $13,397-98.9% |