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 | $309 | $30,400-99.0% | $53,898-99.4% | $84,808-99.6% |
| Participation rate | 81.8% | 46.4%+35.4pp | 55.0%+26.9pp | 68.3%+13.5pp |
| Annual return | 23.88% | 500.19%-476.3pp | 528.60%-504.7pp | 40.90%-17.0pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $136 | $1,199-88.7% | $1,826-92.6% | $4,212-96.8% |
| Admin fee / account holder | $115 | $1,993-94.2% | $2,491-95.4% | $7,344-98.4% |