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 | $10,435 | $113,935-90.8% | $94,224-88.9% | $125,391-91.7% |
| Participation rate | 81.3% | 82.9%-1.6pp | 78.8%+2.5pp | 83.2%-1.9pp |
| Annual return | -5.60% | 5.29%-10.9pp | 10.68%-16.3pp | 282.22%-287.8pp |
| Employer contribution / active EE | $1,842 | $4,727-61.0% | $3,587-48.6% | $4,866-62.1% |
| Participant deferral / active EE | $4,399 | $5,179-15.1% | $4,320+1.8% | $5,352-17.8% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |