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 | $8,058 | $87,733-90.8% | $106,548-92.4% | $85,850-90.6% |
| Participation rate | 92.3% | 71.9%+20.4pp | 76.1%+16.2pp | 69.3%+23.0pp |
| Annual return | 19.56% | 21.86%-2.3pp | 26.80%-7.2pp | 318.53%-299.0pp |
| Employer contribution / active EE | $2,722 | $2,073+31.3% | $2,819-3.4% | $2,565+6.1% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $74 | $6,767-98.9% | $7,407-99.0% | $6,260-98.8% |