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 | $11,618 | $160,055-92.7% | $140,016-91.7% | $135,375-91.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -14.68% | 911.38%-926.1pp | 651.12%-665.8pp | 519.73%-534.4pp |
| Employer contribution / active EE | $1,558 | $6,420-75.7% | $5,606-72.2% | $4,779-67.4% |
| Participant deferral / active EE | $4,244 | $7,642-44.5% | $6,927-38.7% | $5,609-24.3% |
| Admin fee / account holder | $175 | $13,328-98.7% | $10,705-98.4% | $10,827-98.4% |