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 8-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 | $32,611 | $110,094-70.4% | $151,611-78.5% | $68,494-52.4% |
| Participation rate | 80.8% | 84.0%-3.2pp | 87.5%-6.7pp | 67.9%+12.9pp |
| Annual return | -23.75% | -10.12%-13.6pp | 3.33%-27.1pp | -7.84%-15.9pp |
| Employer contribution / active EE | $2,491 | $4,471-44.3% | $6,166-59.6% | $2,596-4.1% |
| Participant deferral / active EE | $6,763 | $6,527+3.6% | $8,363-19.1% | $4,027+67.9% |
| Admin fee / account holder | $165 | $7,719-97.9% | $11,616-98.6% | $5,403-97.0% |