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 5-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 | $15,293 | $148,534-89.7% | $135,903-88.7% | $139,434-89.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 23.67% | 79.19%-55.5pp | 68.23%-44.6pp | 372.94%-349.3pp |
| Employer contribution / active EE | $1,740 | $5,243-66.8% | $4,856-64.2% | $4,751-63.4% |
| Participant deferral / active EE | $2,094 | $8,100-74.2% | $7,758-73.0% | $6,710-68.8% |
| Admin fee / account holder | $72 | $12,400-99.4% | $10,762-99.3% | $11,403-99.4% |