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 9-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 | $8,309 | $138,065-94.0% | $123,544-93.3% | $135,375-93.9% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -17.60% | 153.68%-171.3pp | 119.20%-136.8pp | 519.73%-537.3pp |
| Employer contribution / active EE | $1,203 | $5,151-76.7% | $4,628-74.0% | $4,779-74.8% |
| Participant deferral / active EE | $2,983 | $6,799-56.1% | $6,426-53.6% | $5,609-46.8% |
| Admin fee / account holder | $39 | $10,916-99.6% | $9,284-99.6% | $10,827-99.6% |