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 | $4,373 | $152,587-97.1% | $125,175-96.5% | $152,861-97.1% |
| Participation rate | 91.3% | 83.3%+8.0pp | 79.8%+11.5pp | 82.4%+8.9pp |
| Annual return | 31.08% | 54.84%-23.8pp | 43.79%-12.7pp | 345.32%-314.2pp |
| Employer contribution / active EE | $1,140 | $4,946-77.0% | $3,865-70.5% | $4,762-76.1% |
| Participant deferral / active EE | $1,305 | $5,868-77.8% | $4,937-73.6% | $5,850-77.7% |
| Admin fee / account holder | $10 | $13,434-99.9% | $9,702-99.9% | $11,596-99.9% |