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 | $12,354 | $95,971-87.1% | $74,550-83.4% | $135,375-90.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -207.24% | 56.96%-264.2pp | 32.53%-239.8pp | 519.73%-727.0pp |
| Employer contribution / active EE | $2,025 | $2,716-25.4% | $1,961+3.3% | $4,779-57.6% |
| Participant deferral / active EE | $10,934 | $3,843+184.5% | $3,108+251.8% | $5,609+94.9% |
| Admin fee / account holder | $50 | $6,522-99.2% | $5,060-99.0% | $10,827-99.5% |