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 7-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 | $6,611 | $109,327-94.0% | $89,391-92.6% | $158,922-95.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | -9.32% | 345.68%-355.0pp | 245.62%-254.9pp | 302.83%-312.1pp |
| Employer contribution / active EE | $1,668 | $3,170-47.4% | $2,586-35.5% | $4,761-65.0% |
| Participant deferral / active EE | $13,000 | $4,598+182.7% | $3,890+234.2% | $5,982+117.3% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |