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 | $4,285 | $95,862-95.5% | $79,550-94.6% | $134,475-96.8% |
| Participation rate | 81.3% | 75.0%+6.2pp | 69.5%+11.8pp | 81.2%0pp |
| Annual return | -32.82% | -2.69%-30.1pp | 0.16%-33.0pp | 417.96%-450.8pp |
| Employer contribution / active EE | $1,450 | $3,128-53.7% | $2,413-39.9% | $4,740-69.4% |
| Participant deferral / active EE | $1,596 | $4,693-66.0% | $3,985-59.9% | $6,400-75.1% |
| Admin fee / account holder | $135 | $9,126-98.5% | $6,832-98.0% | $11,426-98.8% |