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 | $22,171 | $180,449-87.7% | $154,107-85.6% | $135,375-83.6% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -10.11% | 888.09%-898.2pp | 735.12%-745.2pp | 519.73%-529.8pp |
| Employer contribution / active EE | $2,371 | $6,035-60.7% | $5,298-55.3% | $4,779-50.4% |
| Participant deferral / active EE | $4,365 | $5,806-24.8% | $5,081-14.1% | $5,609-22.2% |
| Admin fee / account holder | $15 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |