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 | $15,614 | $100,754-84.5% | $86,677-82.0% | $134,475-88.4% |
| Participation rate | 95.0% | 78.9%+16.1pp | 76.6%+18.4pp | 81.2%+13.8pp |
| Annual return | -21.72% | 29.04%-50.8pp | 35.91%-57.6pp | 417.96%-439.7pp |
| Employer contribution / active EE | $3,510 | $3,489+0.6% | $2,836+23.7% | $4,740-26.0% |
| Participant deferral / active EE | $8,050 | $5,338+50.8% | $4,656+72.9% | $6,400+25.8% |
| Admin fee / account holder | $6 | $10,926-99.9% | $7,493-99.9% | $11,426-100.0% |