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 8-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 | $1,137 | $49,227-97.7% | $70,449-98.4% | $79,858-98.6% |
| Participation rate | 93.8% | 69.2%+24.6pp | 75.1%+18.7pp | 69.6%+24.1pp |
| Annual return | 18.75% | 30.06%-11.3pp | 109.03%-90.3pp | 31.71%-13.0pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $340 | $2,768-87.7% | $3,709-90.8% | $3,740-90.9% |
| Admin fee / account holder | $13 | $2,878-99.5% | $3,845-99.7% | $5,306-99.8% |