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 10-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 | $9,294 | $91,911-89.9% | $68,793-86.5% | $135,375-93.1% |
| Participation rate | 79.2% | 76.7%+2.4pp | 72.2%+6.9pp | 82.6%-3.5pp |
| Annual return | -10.23% | -8.22%-2.0pp | -4.63%-5.6pp | 519.73%-530.0pp |
| Employer contribution / active EE | $1,289 | $3,924-67.2% | $2,625-50.9% | $4,779-73.0% |
| Participant deferral / active EE | $1,844 | $4,315-57.3% | $3,311-44.3% | $5,609-67.1% |
| Admin fee / account holder | $77 | $9,240-99.2% | $5,131-98.5% | $10,827-99.3% |