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 | $2,866 | $90,348-96.8% | $75,972-96.2% | $145,922-98.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 35.41% | 620.88%-585.5pp | 359.55%-324.1pp | 561.29%-525.9pp |
| Employer contribution / active EE | $812 | $3,311-75.5% | $2,685-69.8% | $4,660-82.6% |
| Participant deferral / active EE | $1,002 | $5,162-80.6% | $4,255-76.4% | $6,688-85.0% |
| Admin fee / account holder | $186 | $8,467-97.8% | $6,467-97.1% | $13,397-98.6% |