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 | $10,230 | $74,927-86.3% | $101,794-90.0% | $84,808-87.9% |
| Participation rate | 92.6% | 61.4%+31.2pp | 69.2%+23.4pp | 68.3%+24.3pp |
| Annual return | 5.41% | 18.70%-13.3pp | 30.53%-25.1pp | 40.90%-35.5pp |
| Employer contribution / active EE | $741 | $1,522-51.3% | $2,289-67.6% | $2,631-71.8% |
| Participant deferral / active EE | $0 | $3,099-100.0% | $4,084-100.0% | $4,212-100.0% |
| Admin fee / account holder | $0 | $6,514-100.0% | $8,777-100.0% | $7,344-100.0% |