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 | $9,191 | $77,813-88.2% | $123,544-92.6% | $64,186-85.7% |
| Participation rate | 93.1% | 74.7%+18.4pp | 82.3%+10.8pp | 69.6%+23.5pp |
| Annual return | -18.71% | 12.48%-31.2pp | 119.20%-137.9pp | 7.63%-26.3pp |
| Employer contribution / active EE | $1,794 | $3,014-40.5% | $4,628-61.2% | $2,381-24.6% |
| Participant deferral / active EE | $5,604 | $5,240+6.9% | $6,426-12.8% | $3,470+61.5% |
| Admin fee / account holder | $88 | $5,519-98.4% | $9,284-99.0% | $4,888-98.2% |