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 | $24,938 | $185,822-86.6% | $169,993-85.3% | $139,434-82.1% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 2073.67% | 60.50%+2013.2pp | 53.37%+2020.3pp | 372.94%+1700.7pp |
| Employer contribution / active EE | $1,725 | $7,590-77.3% | $6,785-74.6% | $4,751-63.7% |
| Participant deferral / active EE | $2,389 | $11,622-79.4% | $10,408-77.0% | $6,710-64.4% |
| Admin fee / account holder | $31 | $15,381-99.8% | $12,815-99.8% | $11,403-99.7% |