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 | $1,891 | $71,050-97.3% | $93,606-98.0% | $80,856-97.7% |
| Participation rate | 84.4% | 60.4%+24.0pp | 68.7%+15.7pp | 67.6%+16.7pp |
| Annual return | 11.29% | 11.26%0pp | 133.20%-121.9pp | 35.59%-24.3pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $873 | $4,034-78.3% | $4,411-80.2% | $4,296-79.7% |
| Admin fee / account holder | $193 | $6,945-97.2% | $8,285-97.7% | $6,918-97.2% |