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 7-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 | $22,472 | $209,411-89.3% | $178,490-87.4% | $158,922-85.9% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | -4.14% | 188.75%-192.9pp | 151.07%-155.2pp | 302.83%-307.0pp |
| Employer contribution / active EE | $9,481 | $5,706+66.1% | $5,011+89.2% | $4,761+99.1% |
| Participant deferral / active EE | $7,800 | $5,954+31.0% | $5,202+50.0% | $5,982+30.4% |
| Admin fee / account holder | $37 | $17,074-99.8% | $13,984-99.7% | $11,246-99.7% |