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 | $8,175 | $177,572-95.4% | $154,803-94.7% | $142,382-94.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 104.73% | 65.07%+39.7pp | 58.88%+45.8pp | 217.08%-112.4pp |
| Employer contribution / active EE | $1,730 | $4,810-64.0% | $4,305-59.8% | $4,299-59.8% |
| Participant deferral / active EE | $944 | $6,272-84.9% | $5,540-83.0% | $6,507-85.5% |
| Admin fee / account holder | $86 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |