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 4-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 | $25,079 | $201,272-87.5% | $184,203-86.4% | $145,922-82.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.78% | 29.00%-20.2pp | 28.81%-20.0pp | 561.29%-552.5pp |
| Employer contribution / active EE | $3,569 | $7,022-49.2% | $6,427-44.5% | $4,660-23.4% |
| Participant deferral / active EE | $4,385 | $9,806-55.3% | $9,131-52.0% | $6,688-34.4% |
| Admin fee / account holder | $96 | $16,364-99.4% | $13,901-99.3% | $13,397-99.3% |