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 | $11,580 | $211,958-94.5% | $169,463-93.2% | $135,375-91.4% |
| Participation rate | 94.4% | 82.6%+11.8pp | 77.8%+16.7pp | 82.6%+11.8pp |
| Annual return | -15.45% | 3.26%-18.7pp | 1.83%-17.3pp | 519.73%-535.2pp |
| Employer contribution / active EE | $2,157 | $5,120-57.9% | $4,159-48.1% | $4,779-54.9% |
| Participant deferral / active EE | $3,833 | $6,075-36.9% | $5,277-27.4% | $5,609-31.7% |
| Admin fee / account holder | $7 | $11,471-99.9% | $9,109-99.9% | $10,827-99.9% |