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 6-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 | $15,851 | $110,094-85.6% | $151,611-89.5% | $68,494-76.9% |
| Participation rate | 82.7% | 84.0%-1.3pp | 87.5%-4.8pp | 67.9%+14.8pp |
| Annual return | -19.30% | -10.12%-9.2pp | 3.33%-22.6pp | -7.84%-11.5pp |
| Employer contribution / active EE | $3,188 | $4,471-28.7% | $6,166-48.3% | $2,596+22.8% |
| Participant deferral / active EE | $5,343 | $6,527-18.1% | $8,363-36.1% | $4,027+32.7% |
| Admin fee / account holder | $213 | $7,719-97.2% | $11,616-98.2% | $5,403-96.1% |