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 | $9,456 | $77,813-87.8% | $123,544-92.3% | $64,186-85.3% |
| Participation rate | 90.6% | 74.7%+15.9pp | 82.3%+8.3pp | 69.6%+21.1pp |
| Annual return | -13.14% | 12.48%-25.6pp | 119.20%-132.3pp | 7.63%-20.8pp |
| Employer contribution / active EE | $1,319 | $3,014-56.2% | $4,628-71.5% | $2,381-44.6% |
| Participant deferral / active EE | $2,726 | $5,240-48.0% | $6,426-57.6% | $3,470-21.4% |
| Admin fee / account holder | $172 | $5,519-96.9% | $9,284-98.2% | $4,888-96.5% |