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 | $5,270 | $138,065-96.2% | $123,544-95.7% | $135,375-96.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -17.47% | 153.68%-171.2pp | 119.20%-136.7pp | 519.73%-537.2pp |
| Employer contribution / active EE | $1,417 | $5,151-72.5% | $4,628-69.4% | $4,779-70.4% |
| Participant deferral / active EE | $2,456 | $6,799-63.9% | $6,426-61.8% | $5,609-56.2% |
| Admin fee / account holder | $210 | $10,916-98.1% | $9,284-97.7% | $10,827-98.1% |