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 | $5,574 | $107,452-94.8% | $91,541-93.9% | $142,382-96.1% |
| Participation rate | 81.8% | 75.1%+6.7pp | 69.8%+12.0pp | 80.1%+1.7pp |
| Annual return | 8.93% | 22.06%-13.1pp | 20.50%-11.6pp | 217.08%-208.1pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $852 | $4,754-82.1% | $4,008-78.7% | $6,507-86.9% |
| Admin fee / account holder | $91 | $8,834-99.0% | $6,956-98.7% | $12,624-99.3% |