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 | $11,593 | $135,635-91.5% | $110,238-89.5% | $135,375-91.4% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.8%+9.1pp | 82.6%+6.2pp |
| Annual return | -13.52% | 513.19%-526.7pp | 314.74%-328.3pp | 519.73%-533.2pp |
| Employer contribution / active EE | $969 | $4,906-80.3% | $3,826-74.7% | $4,779-79.7% |
| Participant deferral / active EE | $4,129 | $5,506-25.0% | $4,672-11.6% | $5,609-26.4% |
| Admin fee / account holder | $100 | $11,457-99.1% | $8,547-98.8% | $10,827-99.1% |