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 | $11,397 | $138,044-91.7% | $125,339-90.9% | $134,475-91.5% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -18.99% | 750.33%-769.3pp | 572.05%-591.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,571 | $5,243-70.0% | $4,814-67.4% | $4,740-66.8% |
| Participant deferral / active EE | $1,818 | $7,799-76.7% | $7,446-75.6% | $6,400-71.6% |
| Admin fee / account holder | $101 | $11,571-99.1% | $10,010-99.0% | $11,426-99.1% |