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.
Employer 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 | $11,138 | $78,422-85.8% | $95,952-88.4% | $79,858-86.1% |
| Participation rate | 97.7% | 73.5%+24.2pp | 77.1%+20.7pp | 69.6%+28.1pp |
| Annual return | 22.35% | 19.37%+3.0pp | 91.61%-69.3pp | 31.71%-9.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,607 | $3,440-53.3% | $4,167-61.4% | $3,740-57.0% |
| Admin fee / account holder | $123 | $5,622-97.8% | $6,795-98.2% | $5,306-97.7% |