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 | $22,522 | $140,588-84.0% | $123,104-81.7% | $125,391-82.0% |
| Participation rate | 91.7% | 88.2%+3.5pp | 86.8%+4.9pp | 83.2%+8.5pp |
| Annual return | -6.35% | 16.80%-23.1pp | 13.22%-19.6pp | 282.22%-288.6pp |
| Employer contribution / active EE | $2,580 | $6,041-57.3% | $5,151-49.9% | $4,866-47.0% |
| Participant deferral / active EE | $4,887 | $6,980-30.0% | $6,230-21.5% | $5,352-8.7% |
| Admin fee / account holder | $151 | $11,198-98.7% | $9,015-98.3% | $9,540-98.4% |