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 | $7,268 | $90,600-92.0% | $79,464-90.9% | $135,375-94.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -11.61% | 977.43%-989.0pp | 718.14%-729.7pp | 519.73%-531.3pp |
| Employer contribution / active EE | $979 | $3,068-68.1% | $2,800-65.0% | $4,779-79.5% |
| Participant deferral / active EE | $1,956 | $4,050-51.7% | $3,704-47.2% | $5,609-65.1% |
| Admin fee / account holder | $257 | $5,907-95.7% | $5,113-95.0% | $10,827-97.6% |