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 | $2,473 | $48,265-94.9% | $68,791-96.4% | $68,494-96.4% |
| Participation rate | 92.3% | 60.7%+31.6pp | 69.0%+23.3pp | 67.9%+24.4pp |
| Annual return | -20.24% | -12.71%-7.5pp | -6.38%-13.9pp | -7.84%-12.4pp |
| Employer contribution / active EE | $436 | $1,829-76.1% | $2,655-83.6% | $2,596-83.2% |
| Participant deferral / active EE | $925 | $2,867-67.7% | $3,941-76.5% | $4,027-77.0% |
| Admin fee / account holder | $77 | $4,355-98.2% | $4,932-98.4% | $5,403-98.6% |