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 9-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 | $5,697 | $135,635-95.8% | $110,238-94.8% | $135,375-95.8% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -15.23% | 513.19%-528.4pp | 314.74%-330.0pp | 519.73%-535.0pp |
| Employer contribution / active EE | $1,074 | $4,906-78.1% | $3,826-71.9% | $4,779-77.5% |
| Participant deferral / active EE | $2,404 | $5,506-56.3% | $4,672-48.5% | $5,609-57.1% |
| Admin fee / account holder | $143 | $11,457-98.8% | $8,547-98.3% | $10,827-98.7% |