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 8-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 | $3,442 | $138,065-97.5% | $123,544-97.2% | $135,375-97.5% |
| Participation rate | 94.4% | 84.7%+9.7pp | 82.3%+12.1pp | 82.6%+11.8pp |
| Annual return | -28.87% | 153.68%-182.5pp | 119.20%-148.1pp | 519.73%-548.6pp |
| Employer contribution / active EE | $1,668 | $5,151-67.6% | $4,628-64.0% | $4,779-65.1% |
| Participant deferral / active EE | $2,550 | $6,799-62.5% | $6,426-60.3% | $5,609-54.5% |
| Admin fee / account holder | $232 | $10,916-97.9% | $9,284-97.5% | $10,827-97.9% |