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 10-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 | $3,978 | $95,193-95.8% | $76,523-94.8% | $135,375-97.1% |
| Participation rate | 86.7% | 74.4%+12.3pp | 68.0%+18.7pp | 82.6%+4.0pp |
| Annual return | -10.72% | 4.85%-15.6pp | -0.27%-10.4pp | 519.73%-530.4pp |
| Employer contribution / active EE | $400 | $3,302-87.9% | $2,647-84.9% | $4,779-91.6% |
| Participant deferral / active EE | $1,356 | $4,639-70.8% | $3,835-64.7% | $5,609-75.8% |
| Admin fee / account holder | $10 | $6,249-99.8% | $4,848-99.8% | $10,827-99.9% |