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 9-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 | $13,618 | $99,032-86.2% | $80,019-83.0% | $135,375-89.9% |
| Participation rate | 81.3% | 78.4%+2.9pp | 75.8%+5.4pp | 82.6%-1.4pp |
| Annual return | -13.27% | 15.39%-28.7pp | 11.22%-24.5pp | 519.73%-533.0pp |
| Employer contribution / active EE | $1,915 | $3,043-37.1% | $2,468-22.4% | $4,779-59.9% |
| Participant deferral / active EE | $5,684 | $4,282+32.7% | $3,686+54.2% | $5,609+1.3% |
| Admin fee / account holder | $40 | $10,436-99.6% | $6,521-99.4% | $10,827-99.6% |