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 | $9,673 | $65,557-85.2% | $64,056-84.9% | $71,457-86.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 2.53% | 18.94%-16.4pp | 33.69%-31.2pp | 28.85%-26.3pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,747-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,235 | $3,626-65.9% | $3,880-68.2% | $4,289-71.2% |
| Admin fee / account holder | $18 | $616-97.0% | $3,068-99.4% | $1,587-98.9% |