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 | $9,719 | $104,486-90.7% | $76,817-87.3% | $152,861-93.6% |
| Participation rate | 84.6% | 76.6%+8.0pp | 72.1%+12.5pp | 82.4%+2.2pp |
| Annual return | -0.96% | 1013.37%-1014.3pp | 1166.11%-1167.1pp | 345.32%-346.3pp |
| Employer contribution / active EE | $3,077 | $3,116-1.2% | $2,302+33.7% | $4,762-35.4% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $3,336-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $12,275-100.0% | $6,420-100.0% | $11,596-100.0% |