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 9-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 | $16,330 | $78,694-79.2% | $67,652-75.9% | $125,391-87.0% |
| Participation rate | 70.0% | 78.8%-8.8pp | 75.7%-5.7pp | 83.2%-13.2pp |
| Annual return | -3.50% | 9.46%-13.0pp | 6625.04%-6628.5pp | 282.22%-285.7pp |
| Employer contribution / active EE | $882 | $3,044-71.0% | $2,266-61.1% | $4,866-81.9% |
| Participant deferral / active EE | $1,500 | $4,292-65.0% | $3,560-57.9% | $5,352-72.0% |
| Admin fee / account holder | $67 | $7,403-99.1% | $4,821-98.6% | $9,540-99.3% |