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 | $18,395 | $92,222-80.1% | $76,768-76.0% | $135,375-86.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 0.44% | 5.46%-5.0pp | 2.43%-2.0pp | 519.73%-519.3pp |
| Employer contribution / active EE | $9,496 | $3,216+195.3% | $2,485+282.1% | $4,779+98.7% |
| Participant deferral / active EE | $948 | $4,509-79.0% | $3,852-75.4% | $5,609-83.1% |
| Admin fee / account holder | $3 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |