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 | $2,578 | $95,862-97.3% | $79,550-96.8% | $134,475-98.1% |
| Participation rate | 93.3% | 75.0%+18.3pp | 69.5%+23.8pp | 81.2%+12.1pp |
| Annual return | -21.07% | -2.69%-18.4pp | 0.16%-21.2pp | 417.96%-439.0pp |
| Employer contribution / active EE | $863 | $3,128-72.4% | $2,413-64.2% | $4,740-81.8% |
| Participant deferral / active EE | $1,401 | $4,693-70.1% | $3,985-64.8% | $6,400-78.1% |
| Admin fee / account holder | $141 | $9,126-98.5% | $6,832-97.9% | $11,426-98.8% |