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 4-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 | $21,613 | $89,753-75.9% | $107,525-79.9% | $84,808-74.5% |
| Participation rate | 95.1% | 68.1%+27.0pp | 75.1%+20.0pp | 68.3%+26.8pp |
| Annual return | 10.19% | 29.48%-19.3pp | 181.32%-171.1pp | 40.90%-30.7pp |
| Employer contribution / active EE | $4,569 | $3,113+46.8% | $3,754+21.7% | $2,631+73.7% |
| Participant deferral / active EE | $1,806 | $4,056-55.5% | $5,116-64.7% | $4,212-57.1% |
| Admin fee / account holder | $80 | $7,222-98.9% | $8,919-99.1% | $7,344-98.9% |