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 5-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 | $7,422 | $190,805-96.1% | $159,960-95.4% | $134,475-94.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -1969.85% | 552.23%-2522.1pp | 408.60%-2378.5pp | 417.96%-2387.8pp |
| Employer contribution / active EE | $926 | $4,995-81.5% | $4,226-78.1% | $4,740-80.5% |
| Participant deferral / active EE | $7,736 | $6,923+11.7% | $6,182+25.1% | $6,400+20.9% |
| Admin fee / account holder | $68 | $10,471-99.4% | $8,698-99.2% | $11,426-99.4% |