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 | $11,648 | $138,065-91.6% | $123,544-90.6% | $135,375-91.4% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -15.42% | 153.68%-169.1pp | 119.20%-134.6pp | 519.73%-535.2pp |
| Employer contribution / active EE | $1,501 | $5,151-70.9% | $4,628-67.6% | $4,779-68.6% |
| Participant deferral / active EE | $3,956 | $6,799-41.8% | $6,426-38.4% | $5,609-29.5% |
| Admin fee / account holder | $18 | $10,916-99.8% | $9,284-99.8% | $10,827-99.8% |