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 | $10,580 | $47,848-77.9% | $81,478-87.0% | $70,131-84.9% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | -0.08% | 27.25%-27.3pp | 38.78%-38.9pp | 73.14%-73.2pp |
| Employer contribution / active EE | $1,097 | $1,527-28.2% | $2,568-57.3% | $2,342-53.2% |
| Participant deferral / active EE | $1,242 | $2,453-49.4% | $3,537-64.9% | $3,332-62.7% |
| Admin fee / account holder | $7 | $3,145-99.8% | $4,561-99.9% | $4,645-99.9% |