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 | $9,149 | $148,534-93.8% | $135,903-93.3% | $139,434-93.4% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 4.53% | 79.19%-74.7pp | 68.23%-63.7pp | 372.94%-368.4pp |
| Employer contribution / active EE | $1,209 | $5,243-76.9% | $4,856-75.1% | $4,751-74.6% |
| Participant deferral / active EE | $3,035 | $8,100-62.5% | $7,758-60.9% | $6,710-54.8% |
| Admin fee / account holder | $103 | $12,400-99.2% | $10,762-99.0% | $11,403-99.1% |