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 9-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 | $9,671 | $138,065-93.0% | $123,544-92.2% | $135,375-92.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -13.23% | 153.68%-166.9pp | 119.20%-132.4pp | 519.73%-533.0pp |
| Employer contribution / active EE | $2,031 | $5,151-60.6% | $4,628-56.1% | $4,779-57.5% |
| Participant deferral / active EE | $2,601 | $6,799-61.8% | $6,426-59.5% | $5,609-53.6% |
| Admin fee / account holder | $18 | $10,916-99.8% | $9,284-99.8% | $10,827-99.8% |