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 4-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.
Employer 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 | $7,346 | $148,534-95.1% | $135,903-94.6% | $139,434-94.7% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 42.42% | 79.19%-36.8pp | 68.23%-25.8pp | 372.94%-330.5pp |
| Employer contribution / active EE | $531 | $5,243-89.9% | $4,856-89.1% | $4,751-88.8% |
| Participant deferral / active EE | $3,676 | $8,100-54.6% | $7,758-52.6% | $6,710-45.2% |
| Admin fee / account holder | $88 | $12,400-99.3% | $10,762-99.2% | $11,403-99.2% |