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 10-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 | $8,813 | $127,100-93.1% | $105,738-91.7% | $135,375-93.5% |
| Participation rate | 78.6% | 82.7%-4.1pp | 76.3%+2.2pp | 82.6%-4.1pp |
| Annual return | -6.19% | 4.49%-10.7pp | 6.27%-12.5pp | 519.73%-525.9pp |
| Employer contribution / active EE | $827 | $4,107-79.9% | $3,268-74.7% | $4,779-82.7% |
| Participant deferral / active EE | $1,080 | $5,064-78.7% | $4,080-73.5% | $5,609-80.7% |
| Admin fee / account holder | $2 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |