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 6-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 | $9,589 | $138,044-93.1% | $125,339-92.3% | $134,475-92.9% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -22.91% | 750.33%-773.2pp | 572.05%-595.0pp | 417.96%-440.9pp |
| Employer contribution / active EE | $1,383 | $5,243-73.6% | $4,814-71.3% | $4,740-70.8% |
| Participant deferral / active EE | $3,108 | $7,799-60.1% | $7,446-58.3% | $6,400-51.4% |
| Admin fee / account holder | $186 | $11,571-98.4% | $10,010-98.1% | $11,426-98.4% |