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 6-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 | $8,619 | $65,409-86.8% | $98,442-91.2% | $85,850-90.0% |
| Participation rate | 88.4% | 65.0%+23.4pp | 73.3%+15.0pp | 69.3%+19.1pp |
| Annual return | 10.43% | 21.76%-11.3pp | 1492.73%-1482.3pp | 318.53%-308.1pp |
| Employer contribution / active EE | $882 | $2,168-59.3% | $2,960-70.2% | $2,565-65.6% |
| Participant deferral / active EE | $2,287 | $3,166-27.8% | $4,276-46.5% | $3,952-42.1% |
| Admin fee / account holder | $205 | $4,593-95.5% | $5,949-96.6% | $6,260-96.7% |