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 10-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 | $10,932 | $72,404-84.9% | $110,238-90.1% | $64,186-83.0% |
| Participation rate | 86.4% | 73.3%+13.0pp | 79.8%+6.5pp | 69.6%+16.8pp |
| Annual return | -8.30% | -6.29%-2.0pp | 314.74%-323.0pp | 7.63%-15.9pp |
| Employer contribution / active EE | $903 | $2,282-60.4% | $3,826-76.4% | $2,381-62.1% |
| Participant deferral / active EE | $2,335 | $3,469-32.7% | $4,672-50.0% | $3,470-32.7% |
| Admin fee / account holder | $36 | $5,664-99.4% | $8,547-99.6% | $4,888-99.3% |