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 | $1,729 | $148,978-98.8% | $200,582-99.1% | $84,808-98.0% |
| Participation rate | 86.2% | 84.2%+1.9pp | 86.9%-0.7pp | 68.3%+17.8pp |
| Annual return | 29.91% | 28.16%+1.7pp | 42.33%-12.4pp | 40.90%-11.0pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $605 | $7,142-91.5% | $9,331-93.5% | $4,212-85.6% |
| Admin fee / account holder | $8 | $13,977-99.9% | $16,305-99.9% | $7,344-99.9% |