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 | $3,193 | $102,317-96.9% | $146,958-97.8% | $80,856-96.1% |
| Participation rate | 77.0% | 75.8%+1.2pp | 82.2%-5.1pp | 67.6%+9.4pp |
| Annual return | 39.85% | 134.76%-94.9pp | 418.34%-378.5pp | 35.59%+4.3pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $189 | $6,644-97.1% | $8,070-97.7% | $4,296-95.6% |
| Admin fee / account holder | $29 | $7,941-99.6% | $12,998-99.8% | $6,918-99.6% |