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 5-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 | $29,519 | $86,929-66.0% | $102,423-71.2% | $80,856-63.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 7.93% | 18.88%-11.0pp | 29.32%-21.4pp | 35.59%-27.7pp |
| Employer contribution / active EE | $4,169 | $2,369+75.9% | $3,023+37.9% | $2,755+51.3% |
| Participant deferral / active EE | $6,729 | $4,118+63.4% | $5,053+33.2% | $4,296+56.7% |
| Admin fee / account holder | $31 | $8,049-99.6% | $9,451-99.7% | $6,918-99.5% |