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 | $4,776 | $42,894-88.9% | $60,874-92.2% | $68,494-93.0% |
| Participation rate | 87.1% | 66.8%+20.3pp | 73.1%+14.0pp | 67.9%+19.2pp |
| Annual return | -6.27% | -13.98%+7.7pp | 16.90%-23.2pp | -7.84%+1.6pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $772 | $2,867-73.1% | $3,817-79.8% | $4,027-80.8% |
| Admin fee / account holder | $277 | $3,101-91.1% | $3,224-91.4% | $5,403-94.9% |