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 5-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 | $5,905 | $142,344-95.9% | $119,609-95.1% | $134,475-95.6% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -93.95% | -12.44%-81.5pp | -14.97%-79.0pp | 417.96%-511.9pp |
| Employer contribution / active EE | $2,176 | $5,222-58.3% | $4,232-48.6% | $4,740-54.1% |
| Participant deferral / active EE | $3,176 | $6,469-50.9% | $5,602-43.3% | $6,400-50.4% |
| Admin fee / account holder | $87 | $13,584-99.4% | $10,323-99.2% | $11,426-99.2% |