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.
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 | $15,578 | $82,664-81.2% | $125,339-87.6% | $68,494-77.3% |
| Participation rate | 82.1% | 75.0%+7.1pp | 82.4%-0.2pp | 67.9%+14.3pp |
| Annual return | 3643.78% | -5.97%+3649.7pp | 572.05%+3071.7pp | -7.84%+3651.6pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,918 | $6,110+45.9% | $7,446+19.8% | $4,027+121.4% |
| Admin fee / account holder | $116 | $6,275-98.1% | $10,010-98.8% | $5,403-97.8% |