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 | $7,018 | $80,717-91.3% | $154,803-95.5% | $84,808-91.7% |
| Participation rate | 71.2% | 66.8%+4.4pp | 78.1%-6.9pp | 68.3%+2.9pp |
| Annual return | 9.10% | 37.96%-28.9pp | 58.88%-49.8pp | 40.90%-31.8pp |
| Employer contribution / active EE | $1,268 | $2,761-54.1% | $4,305-70.5% | $2,631-51.8% |
| Participant deferral / active EE | $1,282 | $3,303-61.2% | $5,540-76.9% | $4,212-69.6% |
| Admin fee / account holder | $244 | $6,746-96.4% | $14,329-98.3% | $7,344-96.7% |