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 | $7,634 | $97,757-92.2% | $83,848-90.9% | $135,375-94.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.88% | 1287.37%-1297.2pp | 850.88%-860.8pp | 519.73%-529.6pp |
| Employer contribution / active EE | $1,024 | $4,222-75.7% | $3,631-71.8% | $4,779-78.6% |
| Participant deferral / active EE | $1,873 | $4,682-60.0% | $4,082-54.1% | $5,609-66.6% |
| Admin fee / account holder | $98 | $6,674-98.5% | $5,478-98.2% | $10,827-99.1% |