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 3-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 | $4,432 | $72,400-93.9% | $67,502-93.4% | $145,922-97.0% |
| Participation rate | 87.5% | 76.9%+10.6pp | 72.9%+14.6pp | 80.3%+7.2pp |
| Annual return | 7.90% | 7182.46%-7174.6pp | 3512.12%-3504.2pp | 561.29%-553.4pp |
| Employer contribution / active EE | $406 | $3,069-86.8% | $2,731-85.1% | $4,660-91.3% |
| Participant deferral / active EE | $2,606 | $4,783-45.5% | $4,000-34.8% | $6,688-61.0% |
| Admin fee / account holder | $162 | $5,539-97.1% | $3,998-95.9% | $13,397-98.8% |