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 | $11,143 | $105,998-89.5% | $92,233-87.9% | $147,584-92.4% |
| Participation rate | 70.6% | 80.4%-9.8pp | 76.5%-5.9pp | 82.8%-12.2pp |
| Annual return | 6.56% | 50.05%-43.5pp | 176.28%-169.7pp | 578.55%-572.0pp |
| Employer contribution / active EE | $2,137 | $4,333-50.7% | $3,679-41.9% | $4,876-56.2% |
| Participant deferral / active EE | $2,990 | $4,478-33.2% | $3,897-23.3% | $5,439-45.0% |
| Admin fee / account holder | $155 | $6,332-97.6% | $5,194-97.0% | $10,885-98.6% |