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 | $12,299 | $138,044-91.1% | $125,339-90.2% | $134,475-90.9% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -24.47% | 750.33%-774.8pp | 572.05%-596.5pp | 417.96%-442.4pp |
| Employer contribution / active EE | $3,438 | $5,243-34.4% | $4,814-28.6% | $4,740-27.5% |
| Participant deferral / active EE | $5,320 | $7,799-31.8% | $7,446-28.6% | $6,400-16.9% |
| Admin fee / account holder | $123 | $11,571-98.9% | $10,010-98.8% | $11,426-98.9% |