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 | $19,603 | $165,984-88.2% | $164,813-88.1% | $145,922-86.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -2.15% | 100.03%-102.2pp | 69.93%-72.1pp | 561.29%-563.4pp |
| Employer contribution / active EE | $6,623 | $5,273+25.6% | $4,341+52.6% | $4,660+42.1% |
| Participant deferral / active EE | $14,860 | $6,959+113.5% | $6,031+146.4% | $6,688+122.2% |
| Admin fee / account holder | $227 | $16,648-98.6% | $12,690-98.2% | $13,397-98.3% |