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 | $6,574 | $82,630-92.0% | $64,105-89.7% | $125,391-94.8% |
| Participation rate | 86.4% | 75.9%+10.5pp | 68.2%+18.2pp | 83.2%+3.2pp |
| Annual return | -4.74% | 1489.72%-1494.5pp | 791.24%-796.0pp | 282.22%-287.0pp |
| Employer contribution / active EE | $1,625 | $2,671-39.2% | $1,820-10.7% | $4,866-66.6% |
| Participant deferral / active EE | $1,784 | $3,608-50.6% | $2,822-36.8% | $5,352-66.7% |
| Admin fee / account holder | $251 | $6,382-96.1% | $4,499-94.4% | $9,540-97.4% |