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 | $5,567 | $108,919-94.9% | $100,391-94.5% | $145,922-96.2% |
| Participation rate | 88.9% | 82.9%+6.0pp | 81.5%+7.4pp | 80.3%+8.6pp |
| Annual return | 9.50% | 57.88%-48.4pp | 49.20%-39.7pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,161 | $4,419-73.7% | $3,942-70.5% | $4,660-75.1% |
| Participant deferral / active EE | $2,437 | $8,445-71.1% | $8,082-69.8% | $6,688-63.6% |
| Admin fee / account holder | $272 | $9,689-97.2% | $7,899-96.6% | $13,397-98.0% |