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 7-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 | $3,319 | $92,703-96.4% | $82,719-96.0% | $134,475-97.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.40% | 944.92%-967.3pp | 701.18%-723.6pp | 417.96%-440.4pp |
| Employer contribution / active EE | $1,010 | $3,274-69.2% | $3,009-66.5% | $4,740-78.7% |
| Participant deferral / active EE | $1,386 | $4,802-71.1% | $4,395-68.5% | $6,400-78.3% |
| Admin fee / account holder | $67 | $5,983-98.9% | $5,329-98.7% | $11,426-99.4% |