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 | $15,204 | $197,591-92.3% | $177,821-91.4% | $158,922-90.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 4.77% | 58.76%-54.0pp | 48.32%-43.6pp | 302.83%-298.1pp |
| Employer contribution / active EE | $2,509 | $6,697-62.5% | $5,918-57.6% | $4,761-47.3% |
| Participant deferral / active EE | $7,705 | $8,405-8.3% | $7,714-0.1% | $5,982+28.8% |
| Admin fee / account holder | $300 | $15,399-98.1% | $12,427-97.6% | $11,246-97.3% |