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 8-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 | $10,389 | $48,046-78.4% | $84,611-87.7% | $72,985-85.8% |
| Participation rate | 77.8% | 57.6%+20.2pp | 68.2%+9.5pp | 69.5%+8.3pp |
| Annual return | 9.55% | 37.38%-27.8pp | 258.74%-249.2pp | 81.00%-71.4pp |
| Employer contribution / active EE | $1,821 | $1,602+13.7% | $2,652-31.4% | $2,440-25.4% |
| Participant deferral / active EE | $2,573 | $2,680-4.0% | $3,899-34.0% | $3,607-28.7% |
| Admin fee / account holder | $228 | $3,395-93.3% | $4,912-95.4% | $5,124-95.5% |