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 5-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.
Annual investment return 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 | $12,985 | $100,754-87.1% | $86,677-85.0% | $134,475-90.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -25.53% | 29.04%-54.6pp | 35.91%-61.4pp | 417.96%-443.5pp |
| Employer contribution / active EE | $1,779 | $3,489-49.0% | $2,836-37.3% | $4,740-62.5% |
| Participant deferral / active EE | $5,486 | $5,338+2.8% | $4,656+17.8% | $6,400-14.3% |
| Admin fee / account holder | $45 | $10,926-99.6% | $7,493-99.4% | $11,426-99.6% |