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 10-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 | $11,611 | $109,881-89.4% | $150,045-92.3% | $84,808-86.3% |
| Participation rate | 74.7% | 76.1%-1.4pp | 82.3%-7.6pp | 68.3%+6.4pp |
| Annual return | 21.60% | 28.25%-6.6pp | 62.55%-40.9pp | 40.90%-19.3pp |
| Employer contribution / active EE | $1,201 | $3,561-66.3% | $4,693-74.4% | $2,631-54.3% |
| Participant deferral / active EE | $1,712 | $6,636-74.2% | $7,997-78.6% | $4,212-59.3% |
| Admin fee / account holder | $297 | $8,568-96.5% | $13,435-97.8% | $7,344-96.0% |