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 | $6,805 | $172,478-96.1% | $145,661-95.3% | $142,382-95.2% |
| Participation rate | 91.3% | 80.1%+11.2pp | 77.2%+14.1pp | 80.1%+11.2pp |
| Annual return | 29.17% | 151.09%-121.9pp | 101.46%-72.3pp | 217.08%-187.9pp |
| Employer contribution / active EE | $1,032 | $4,899-78.9% | $4,238-75.7% | $4,299-76.0% |
| Participant deferral / active EE | $1,682 | $8,348-79.8% | $7,198-76.6% | $6,507-74.1% |
| Admin fee / account holder | $20 | $16,864-99.9% | $12,466-99.8% | $12,624-99.8% |