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 | $14,819 | $138,065-89.3% | $123,544-88.0% | $135,375-89.1% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -10.36% | 153.68%-164.0pp | 119.20%-129.6pp | 519.73%-530.1pp |
| Employer contribution / active EE | $1,935 | $5,151-62.4% | $4,628-58.2% | $4,779-59.5% |
| Participant deferral / active EE | $3,545 | $6,799-47.9% | $6,426-44.8% | $5,609-36.8% |
| Admin fee / account holder | $266 | $10,916-97.6% | $9,284-97.1% | $10,827-97.5% |