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 | $13,174 | $83,477-84.2% | $125,175-89.5% | $72,985-81.9% |
| Participation rate | 90.2% | 73.3%+16.9pp | 79.8%+10.5pp | 69.5%+20.8pp |
| Annual return | 20.16% | 25.78%-5.6pp | 43.79%-23.6pp | 81.00%-60.8pp |
| Employer contribution / active EE | $786 | $2,345-66.5% | $3,865-79.7% | $2,440-67.8% |
| Participant deferral / active EE | $1,456 | $3,585-59.4% | $4,937-70.5% | $3,607-59.6% |
| Admin fee / account holder | $205 | $5,517-96.3% | $9,702-97.9% | $5,124-96.0% |