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 | $11,240 | $138,065-91.9% | $123,544-90.9% | $135,375-91.7% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -12.98% | 153.68%-166.7pp | 119.20%-132.2pp | 519.73%-532.7pp |
| Employer contribution / active EE | $1,072 | $5,151-79.2% | $4,628-76.8% | $4,779-77.6% |
| Participant deferral / active EE | $3,475 | $6,799-48.9% | $6,426-45.9% | $5,609-38.0% |
| Admin fee / account holder | $37 | $10,916-99.7% | $9,284-99.6% | $10,827-99.7% |