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 8-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 | $28,726 | $202,318-85.8% | $172,739-83.4% | $152,861-81.2% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 5.59% | 1029.65%-1024.1pp | 802.84%-797.3pp | 345.32%-339.7pp |
| Employer contribution / active EE | $9,664 | $5,856+65.0% | $5,143+87.9% | $4,762+102.9% |
| Participant deferral / active EE | $11,166 | $5,948+87.7% | $5,198+114.8% | $5,850+90.9% |
| Admin fee / account holder | $120 | $17,109-99.3% | $13,954-99.1% | $11,596-99.0% |