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 | $2,059 | $77,899-97.4% | $149,673-98.6% | $75,163-97.3% |
| Participation rate | 80.3% | 65.6%+14.7pp | 78.8%+1.5pp | 67.2%+13.1pp |
| Annual return | 96.28% | 31.72%+64.6pp | 134.42%-38.1pp | 160.62%-64.3pp |
| Employer contribution / active EE | $760 | $3,137-75.8% | $4,818-84.2% | $2,670-71.5% |
| Participant deferral / active EE | $849 | $3,411-75.1% | $5,680-85.1% | $4,125-79.4% |
| Admin fee / account holder | $106 | $5,956-98.2% | $13,210-99.2% | $5,651-98.1% |