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 | $515 | $117,983-99.6% | $101,794-99.5% | $142,382-99.6% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.2%+0.8pp | 80.1%-10.1pp |
| Annual return | 21.39% | 36.92%-15.5pp | 30.53%-9.1pp | 217.08%-195.7pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $225 | $4,714-95.2% | $4,084-94.5% | $6,507-96.5% |
| Admin fee / account holder | $136 | $10,433-98.7% | $8,777-98.5% | $12,624-98.9% |