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 5-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 | $3,988 | $56,357-92.9% | $104,294-96.2% | $68,494-94.2% |
| Participation rate | 88.9% | 63.3%+25.6pp | 73.3%+15.6pp | 67.9%+21.0pp |
| Annual return | -91.86% | -9.19%-82.7pp | 24.61%-116.5pp | -7.84%-84.0pp |
| Employer contribution / active EE | $956 | $1,960-51.2% | $3,372-71.7% | $2,596-63.2% |
| Participant deferral / active EE | $2,855 | $3,077-7.2% | $4,625-38.3% | $4,027-29.1% |
| Admin fee / account holder | $10 | $4,903-99.8% | $7,339-99.9% | $5,403-99.8% |