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 | $4,389 | $100,773-95.6% | $88,946-95.1% | $142,382-96.9% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 21.81% | 70.18%-48.4pp | 57.82%-36.0pp | 217.08%-195.3pp |
| Employer contribution / active EE | $438 | $2,918-85.0% | $2,555-82.9% | $4,299-89.8% |
| Participant deferral / active EE | $752 | $5,230-85.6% | $4,581-83.6% | $6,507-88.4% |
| Admin fee / account holder | $64 | $9,693-99.3% | $8,261-99.2% | $12,624-99.5% |