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 | $1,599 | $107,452-98.5% | $91,541-98.3% | $142,382-98.9% |
| Participation rate | 73.3% | 75.1%-1.7pp | 69.8%+3.6pp | 80.1%-6.8pp |
| Annual return | 32.28% | 22.06%+10.2pp | 20.50%+11.8pp | 217.08%-184.8pp |
| Employer contribution / active EE | $371 | $2,994-87.6% | $2,505-85.2% | $4,299-91.4% |
| Participant deferral / active EE | $573 | $4,754-88.0% | $4,008-85.7% | $6,507-91.2% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |