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.
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 | $14,688 | $127,100-88.4% | $105,738-86.1% | $135,375-89.2% |
| Participation rate | 87.5% | 82.7%+4.8pp | 76.3%+11.2pp | 82.6%+4.9pp |
| Annual return | -9.02% | 4.49%-13.5pp | 6.27%-15.3pp | 519.73%-528.8pp |
| Employer contribution / active EE | $2,663 | $4,107-35.1% | $3,268-18.5% | $4,779-44.3% |
| Participant deferral / active EE | $2,935 | $5,064-42.0% | $4,080-28.1% | $5,609-47.7% |
| Admin fee / account holder | $14 | $9,087-99.8% | $6,913-99.8% | $10,827-99.9% |