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 9-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 | $848 | $72,012-98.8% | $185,823-99.5% | $79,858-98.9% |
| Participation rate | 76.1% | 65.8%+10.3pp | 78.0%-1.9pp | 69.6%+6.5pp |
| Annual return | 20.78% | 23.12%-2.3pp | 35.95%-15.2pp | 31.71%-10.9pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $357 | $3,779-90.6% | $5,632-93.7% | $3,740-90.5% |
| Admin fee / account holder | $53 | $4,513-98.8% | $9,500-99.4% | $5,306-99.0% |