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 | $26,756 | $198,466-86.5% | $170,442-84.3% | $147,584-81.9% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 0.26% | 257.29%-257.0pp | 205.93%-205.7pp | 578.55%-578.3pp |
| Employer contribution / active EE | $11,210 | $6,184+81.3% | $5,433+106.3% | $4,876+129.9% |
| Participant deferral / active EE | $2,242 | $5,629-60.2% | $4,939-54.6% | $5,439-58.8% |
| Admin fee / account holder | $82 | $16,852-99.5% | $13,880-99.4% | $10,885-99.3% |