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 6-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 | $14,464 | $138,044-89.5% | $125,339-88.5% | $134,475-89.2% |
| Participation rate | 94.7% | 84.5%+10.3pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -23.46% | 750.33%-773.8pp | 572.05%-595.5pp | 417.96%-441.4pp |
| Employer contribution / active EE | $1,981 | $5,243-62.2% | $4,814-58.9% | $4,740-58.2% |
| Participant deferral / active EE | $3,155 | $7,799-59.5% | $7,446-57.6% | $6,400-50.7% |
| Admin fee / account holder | $19 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |