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 | $1,116 | $84,402-98.7% | $61,373-98.2% | $134,475-99.2% |
| Participation rate | 77.8% | 62.2%+15.6pp | 52.6%+25.2pp | 81.2%-3.4pp |
| Annual return | -103.63% | 584.55%-688.2pp | 338.61%-442.2pp | 417.96%-521.6pp |
| Employer contribution / active EE | $377 | $1,544-75.6% | $1,159-67.5% | $4,740-92.0% |
| Participant deferral / active EE | $591 | $2,819-79.0% | $2,125-72.2% | $6,400-90.8% |
| Admin fee / account holder | $161 | $2,585-93.8% | $2,130-92.4% | $11,426-98.6% |