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 | $13,346 | $95,971-86.1% | $74,550-82.1% | $135,375-90.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -10.10% | 56.96%-67.1pp | 32.53%-42.6pp | 519.73%-529.8pp |
| Employer contribution / active EE | $964 | $2,716-64.5% | $1,961-50.9% | $4,779-79.8% |
| Participant deferral / active EE | $3,390 | $3,843-11.8% | $3,108+9.1% | $5,609-39.6% |
| Admin fee / account holder | $40 | $6,522-99.4% | $5,060-99.2% | $10,827-99.6% |