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 | $9,412 | $42,383-77.8% | $76,523-87.7% | $64,186-85.3% |
| Participation rate | 88.5% | 58.1%+30.3pp | 68.0%+20.5pp | 69.6%+18.9pp |
| Annual return | -9.40% | -16.54%+7.1pp | -0.27%-9.1pp | 7.63%-17.0pp |
| Employer contribution / active EE | $1,121 | $1,563-28.3% | $2,647-57.6% | $2,381-52.9% |
| Participant deferral / active EE | $1,522 | $2,566-40.7% | $3,835-60.3% | $3,470-56.1% |
| Admin fee / account holder | $257 | $3,198-92.0% | $4,848-94.7% | $4,888-94.8% |