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 | $2,142 | $73,933-97.1% | $96,683-97.8% | $75,163-97.1% |
| Participation rate | 86.5% | 66.4%+20.1pp | 74.3%+12.1pp | 67.2%+19.3pp |
| Annual return | 0.00% | 26.70%-26.7pp | 35.69%-35.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $809 | $2,928-72.4% | $3,737-78.4% | $2,670-69.7% |
| Participant deferral / active EE | $978 | $3,659-73.3% | $4,878-79.9% | $4,125-76.3% |
| Admin fee / account holder | $8 | $5,216-99.9% | $6,730-99.9% | $5,651-99.9% |