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 | $27,908 | $168,632-83.5% | $147,614-81.1% | $125,391-77.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.04% | 77.65%-82.7pp | 61.98%-67.0pp | 282.22%-287.3pp |
| Employer contribution / active EE | $5,640 | $6,252-9.8% | $5,564+1.4% | $4,866+15.9% |
| Participant deferral / active EE | $10,294 | $5,507+86.9% | $4,895+110.3% | $5,352+92.4% |
| Admin fee / account holder | $128 | $13,580-99.1% | $11,611-98.9% | $9,540-98.7% |