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 | $15,845 | $77,813-79.6% | $123,544-87.2% | $64,186-75.3% |
| Participation rate | 89.6% | 74.7%+14.8pp | 82.3%+7.3pp | 69.6%+20.0pp |
| Annual return | -8.84% | 12.48%-21.3pp | 119.20%-128.0pp | 7.63%-16.5pp |
| Employer contribution / active EE | $1,806 | $3,014-40.1% | $4,628-61.0% | $2,381-24.2% |
| Participant deferral / active EE | $2,825 | $5,240-46.1% | $6,426-56.0% | $3,470-18.6% |
| Admin fee / account holder | $265 | $5,519-95.2% | $9,284-97.2% | $4,888-94.6% |