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 | $13,935 | $78,422-82.2% | $95,952-85.5% | $79,858-82.6% |
| Participation rate | 98.8% | 73.5%+25.3pp | 77.1%+21.7pp | 69.6%+29.2pp |
| Annual return | 4.80% | 19.37%-14.6pp | 91.61%-86.8pp | 31.71%-26.9pp |
| Employer contribution / active EE | $3,571 | $1,945+83.6% | $2,541+40.6% | $2,471+44.5% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $119 | $5,622-97.9% | $6,795-98.2% | $5,306-97.7% |