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 | $15,527 | $142,344-89.1% | $119,609-87.0% | $134,475-88.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -23.21% | -12.44%-10.8pp | -14.97%-8.2pp | 417.96%-441.2pp |
| Employer contribution / active EE | $3,350 | $5,222-35.9% | $4,232-20.8% | $4,740-29.3% |
| Participant deferral / active EE | $6,124 | $6,469-5.3% | $5,602+9.3% | $6,400-4.3% |
| Admin fee / account holder | $174 | $13,584-98.7% | $10,323-98.3% | $11,426-98.5% |