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 10-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 | $20,919 | $94,529-77.9% | $140,016-85.1% | $64,186-67.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -6.53% | 7.77%-14.3pp | 651.12%-657.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,424 | $3,812-36.4% | $5,606-56.8% | $2,381+1.8% |
| Participant deferral / active EE | $939 | $5,250-82.1% | $6,927-86.4% | $3,470-72.9% |
| Admin fee / account holder | $238 | $6,741-96.5% | $10,705-97.8% | $4,888-95.1% |