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 4-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 | $1,575 | $65,561-97.6% | $86,188-98.2% | $75,163-97.9% |
| Participation rate | 76.5% | 60.5%+16.0pp | 69.0%+7.5pp | 67.2%+9.3pp |
| Annual return | 39.13% | 46.05%-6.9pp | 1168.45%-1129.3pp | 160.62%-121.5pp |
| Employer contribution / active EE | $481 | $1,553-69.0% | $2,380-79.8% | $2,670-82.0% |
| Participant deferral / active EE | $599 | $3,024-80.2% | $3,985-85.0% | $4,125-85.5% |
| Admin fee / account holder | $88 | $5,474-98.4% | $6,852-98.7% | $5,651-98.4% |