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 4-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 | $1,134 | $29,660-96.2% | $56,411-98.0% | $80,856-98.6% |
| Participation rate | 81.3% | 41.6%+39.6pp | 52.5%+28.8pp | 67.6%+13.6pp |
| Annual return | 9.72% | 35.23%-25.5pp | 1701.33%-1691.6pp | 35.59%-25.9pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $289 | $1,226-76.5% | $1,952-85.2% | $4,296-93.3% |
| Admin fee / account holder | $8 | $2,428-99.7% | $2,829-99.7% | $6,918-99.9% |