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 6-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 | $1,737 | $55,706-96.9% | $75,886-97.7% | $72,985-97.6% |
| Participation rate | 73.7% | 61.1%+12.6pp | 69.3%+4.4pp | 69.5%+4.2pp |
| Annual return | 41.38% | 27.59%+13.8pp | 30.76%+10.6pp | 81.00%-39.6pp |
| Employer contribution / active EE | $433 | $1,687-74.3% | $2,500-82.7% | $2,440-82.2% |
| Participant deferral / active EE | $593 | $2,634-77.5% | $3,603-83.5% | $3,607-83.6% |
| Admin fee / account holder | $56 | $3,978-98.6% | $5,418-99.0% | $5,124-98.9% |