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 3-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 | $1,471 | $60,022-97.5% | $88,946-98.3% | $84,808-98.3% |
| Participation rate | 97.4% | 57.8%+39.6pp | 68.8%+28.6pp | 68.3%+29.1pp |
| Annual return | 24.82% | 22.43%+2.4pp | 57.82%-33.0pp | 40.90%-16.1pp |
| Employer contribution / active EE | $864 | $1,703-49.3% | $2,555-66.2% | $2,631-67.2% |
| Participant deferral / active EE | $467 | $3,114-85.0% | $4,581-89.8% | $4,212-88.9% |
| Admin fee / account holder | $35 | $4,811-99.3% | $8,261-99.6% | $7,344-99.5% |