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.
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 | $14,043 | $117,841-88.1% | $102,423-86.3% | $145,922-90.4% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 14.58% | 31.65%-17.1pp | 29.32%-14.7pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,412 | $3,615-61.0% | $3,023-53.3% | $4,660-69.7% |
| Participant deferral / active EE | $1,761 | $5,731-69.3% | $5,053-65.2% | $6,688-73.7% |
| Admin fee / account holder | $72 | $13,326-99.5% | $9,451-99.2% | $13,397-99.5% |