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 | $3,789 | $167,307-97.7% | $143,757-97.4% | $134,475-97.2% |
| Participation rate | 81.3% | 84.8%-3.6pp | 80.3%+0.9pp | 81.2%0pp |
| Annual return | -25.70% | 0.46%-26.2pp | -0.04%-25.7pp | 417.96%-443.7pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $4,951-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,092 | $6,446-52.0% | $5,637-45.2% | $6,400-51.7% |
| Admin fee / account holder | $109 | $18,088-99.4% | $14,673-99.3% | $11,426-99.0% |