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 | $19,109 | $140,588-86.4% | $123,104-84.5% | $125,391-84.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -5.22% | 16.80%-22.0pp | 13.22%-18.4pp | 282.22%-287.4pp |
| Employer contribution / active EE | $2,692 | $6,041-55.4% | $5,151-47.7% | $4,866-44.7% |
| Participant deferral / active EE | $5,347 | $6,980-23.4% | $6,230-14.2% | $5,352-0.1% |
| Admin fee / account holder | $167 | $11,198-98.5% | $9,015-98.2% | $9,540-98.3% |