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 | $4,650 | $100,754-95.4% | $86,677-94.6% | $134,475-96.5% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -10.44% | 29.04%-39.5pp | 35.91%-46.4pp | 417.96%-428.4pp |
| Employer contribution / active EE | $925 | $3,489-73.5% | $2,836-67.4% | $4,740-80.5% |
| Participant deferral / active EE | $1,162 | $5,338-78.2% | $4,656-75.1% | $6,400-81.9% |
| Admin fee / account holder | $248 | $10,926-97.7% | $7,493-96.7% | $11,426-97.8% |