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.
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 | $4,108 | $117,983-96.5% | $101,794-96.0% | $142,382-97.1% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 23.31% | 36.92%-13.6pp | 30.53%-7.2pp | 217.08%-193.8pp |
| Employer contribution / active EE | $597 | $2,773-78.5% | $2,289-73.9% | $4,299-86.1% |
| Participant deferral / active EE | $833 | $4,714-82.3% | $4,084-79.6% | $6,507-87.2% |
| Admin fee / account holder | $93 | $10,433-99.1% | $8,777-98.9% | $12,624-99.3% |