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 4-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 | $2,780 | $78,926-96.5% | $136,749-98.0% | $84,808-96.7% |
| Participation rate | 81.5% | 62.2%+19.3pp | 72.1%+9.3pp | 68.3%+13.2pp |
| Annual return | 23.02% | 18.17%+4.8pp | 24.33%-1.3pp | 40.90%-17.9pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $760 | $3,168-76.0% | $4,692-83.8% | $4,212-82.0% |
| Admin fee / account holder | $106 | $6,369-98.3% | $11,386-99.1% | $7,344-98.6% |