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 | $15,568 | $91,552-83.0% | $133,956-88.4% | $79,858-80.5% |
| Participation rate | 83.3% | 73.3%+10.0pp | 79.8%+3.5pp | 69.6%+13.7pp |
| Annual return | 12.20% | 61.85%-49.6pp | 45.09%-32.9pp | 31.71%-19.5pp |
| Employer contribution / active EE | $977 | $2,384-59.0% | $3,919-75.1% | $2,471-60.5% |
| Participant deferral / active EE | $1,162 | $3,733-68.9% | $5,048-77.0% | $3,740-68.9% |
| Admin fee / account holder | $280 | $6,321-95.6% | $8,927-96.9% | $5,306-94.7% |