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 9-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 | $9,877 | $165,335-94.0% | $149,696-93.4% | $158,922-93.8% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 18.45% | 348.15%-329.7pp | 276.60%-258.2pp | 302.83%-284.4pp |
| Employer contribution / active EE | $1,050 | $5,103-79.4% | $4,644-77.4% | $4,761-77.9% |
| Participant deferral / active EE | $1,288 | $7,181-82.1% | $6,842-81.2% | $5,982-78.5% |
| Admin fee / account holder | $16 | $10,807-99.9% | $9,309-99.8% | $11,246-99.9% |