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 10-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 | $20,236 | $89,753-77.5% | $107,525-81.2% | $84,808-76.1% |
| Participation rate | 73.2% | 68.1%+5.1pp | 75.1%-1.9pp | 68.3%+4.9pp |
| Annual return | 18.67% | 29.48%-10.8pp | 181.32%-162.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $3,272 | $3,113+5.1% | $3,754-12.8% | $2,631+24.4% |
| Participant deferral / active EE | $597 | $4,056-85.3% | $5,116-88.3% | $4,212-85.8% |
| Admin fee / account holder | $295 | $7,222-95.9% | $8,919-96.7% | $7,344-96.0% |