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 | $2,683 | $100,773-97.3% | $88,946-97.0% | $142,382-98.1% |
| Participation rate | 91.7% | 74.3%+17.4pp | 68.8%+22.8pp | 80.1%+11.5pp |
| Annual return | 29.25% | 70.18%-40.9pp | 57.82%-28.6pp | 217.08%-187.8pp |
| Employer contribution / active EE | $730 | $2,918-75.0% | $2,555-71.4% | $4,299-83.0% |
| Participant deferral / active EE | $732 | $5,230-86.0% | $4,581-84.0% | $6,507-88.8% |
| Admin fee / account holder | $100 | $9,693-99.0% | $8,261-98.8% | $12,624-99.2% |