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 | $17,767 | $176,056-89.9% | $159,436-88.9% | $167,490-89.4% |
| Participation rate | 77.8% | 84.9%-7.2pp | 82.8%-5.0pp | 82.1%-4.3pp |
| Annual return | 9.62% | 331.75%-322.1pp | 263.57%-253.9pp | 478.56%-468.9pp |
| Employer contribution / active EE | $1,364 | $5,297-74.3% | $4,829-71.8% | $4,837-71.8% |
| Participant deferral / active EE | $5,073 | $7,750-34.5% | $7,352-31.0% | $6,341-20.0% |
| Admin fee / account holder | $100 | $12,554-99.2% | $10,799-99.1% | $12,309-99.2% |