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 3-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 | $4,430 | $189,613-97.7% | $167,512-97.4% | $142,382-96.9% |
| Participation rate | 72.7% | 80.1%-7.4pp | 77.1%-4.3pp | 80.1%-7.4pp |
| Annual return | 25.86% | 2024.68%-1998.8pp | 1615.79%-1589.9pp | 217.08%-191.2pp |
| Employer contribution / active EE | $788 | $4,349-81.9% | $3,882-79.7% | $4,299-81.7% |
| Participant deferral / active EE | $803 | $6,981-88.5% | $6,405-87.5% | $6,507-87.7% |
| Admin fee / account holder | $123 | $10,528-98.8% | $9,769-98.7% | $12,624-99.0% |