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 | $4,550 | $138,065-96.7% | $123,544-96.3% | $135,375-96.6% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -49.13% | 153.68%-202.8pp | 119.20%-168.3pp | 519.73%-568.9pp |
| Employer contribution / active EE | $1,438 | $5,151-72.1% | $4,628-68.9% | $4,779-69.9% |
| Participant deferral / active EE | $3,166 | $6,799-53.4% | $6,426-50.7% | $5,609-43.6% |
| Admin fee / account holder | $151 | $10,916-98.6% | $9,284-98.4% | $10,827-98.6% |