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 | $18,037 | $138,065-86.9% | $123,544-85.4% | $135,375-86.7% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -18.34% | 153.68%-172.0pp | 119.20%-137.5pp | 519.73%-538.1pp |
| Employer contribution / active EE | $4,023 | $5,151-21.9% | $4,628-13.1% | $4,779-15.8% |
| Participant deferral / active EE | $3,301 | $6,799-51.4% | $6,426-48.6% | $5,609-41.1% |
| Admin fee / account holder | $236 | $10,916-97.8% | $9,284-97.5% | $10,827-97.8% |