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 | $12,068 | $103,376-88.3% | $87,100-86.1% | $152,861-92.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 6.55% | 28.10%-21.5pp | 28.19%-21.6pp | 345.32%-338.8pp |
| Employer contribution / active EE | $1,709 | $3,220-46.9% | $2,521-32.2% | $4,762-64.1% |
| Participant deferral / active EE | $1,860 | $4,778-61.1% | $4,049-54.0% | $5,850-68.2% |
| Admin fee / account holder | $31 | $12,205-99.7% | $7,497-99.6% | $11,596-99.7% |