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 3-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 | $9,391 | $54,380-82.7% | $68,509-86.3% | $59,632-84.3% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | -6.80% | 2.83%-9.6pp | 8.27%-15.1pp | 2041.28%-2048.1pp |
| Employer contribution / active EE | $3,551 | $1,539+130.8% | $2,278+55.9% | $2,203+61.2% |
| Participant deferral / active EE | $3,785 | $2,643+43.2% | $3,382+11.9% | $3,192+18.6% |
| Admin fee / account holder | $89 | $3,885-97.7% | $5,275-98.3% | $4,297-97.9% |