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.
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 | $4,725 | $49,173-90.4% | $121,098-96.1% | $75,163-93.7% |
| Participation rate | 92.3% | 55.4%+36.9pp | 69.5%+22.8pp | 67.2%+25.1pp |
| Annual return | 23.66% | 55.99%-32.3pp | 985.75%-962.1pp | 160.62%-137.0pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,398 | $2,628-8.7% | $4,080-41.2% | $4,125-41.9% |
| Admin fee / account holder | $170 | $3,942-95.7% | $5,644-97.0% | $5,651-97.0% |