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 | $3,787 | $100,773-96.2% | $88,946-95.7% | $142,382-97.3% |
| Participation rate | 92.9% | 74.3%+18.6pp | 68.8%+24.0pp | 80.1%+12.7pp |
| Annual return | 25.82% | 70.18%-44.4pp | 57.82%-32.0pp | 217.08%-191.3pp |
| Employer contribution / active EE | $631 | $2,918-78.4% | $2,555-75.3% | $4,299-85.3% |
| Participant deferral / active EE | $698 | $5,230-86.7% | $4,581-84.8% | $6,507-89.3% |
| Admin fee / account holder | $88 | $9,693-99.1% | $8,261-98.9% | $12,624-99.3% |