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 | $4,015 | $81,248-95.1% | $155,509-97.4% | $80,856-95.0% |
| Participation rate | 91.9% | 66.2%+25.7pp | 78.2%+13.7pp | 67.6%+24.3pp |
| Annual return | 9.37% | 33.31%-23.9pp | 64.67%-55.3pp | 35.59%-26.2pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,085 | $3,452-68.6% | $5,626-80.7% | $4,296-74.7% |
| Admin fee / account holder | $105 | $7,997-98.7% | $15,912-99.3% | $6,918-98.5% |