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 5-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 | $17,684 | $109,881-83.9% | $150,045-88.2% | $84,808-79.1% |
| Participation rate | 75.0% | 76.1%-1.1pp | 82.3%-7.3pp | 68.3%+6.7pp |
| Annual return | 26.14% | 28.25%-2.1pp | 62.55%-36.4pp | 40.90%-14.8pp |
| Employer contribution / active EE | $1,233 | $3,561-65.4% | $4,693-73.7% | $2,631-53.1% |
| Participant deferral / active EE | $2,441 | $6,636-63.2% | $7,997-69.5% | $4,212-42.0% |
| Admin fee / account holder | $162 | $8,568-98.1% | $13,435-98.8% | $7,344-97.8% |