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 8-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 | $20,246 | $138,065-85.3% | $123,544-83.6% | $135,375-85.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -21.21% | 153.68%-174.9pp | 119.20%-140.4pp | 519.73%-540.9pp |
| Employer contribution / active EE | $4,137 | $5,151-19.7% | $4,628-10.6% | $4,779-13.4% |
| Participant deferral / active EE | $13,457 | $6,799+97.9% | $6,426+109.4% | $5,609+139.9% |
| Admin fee / account holder | $64 | $10,916-99.4% | $9,284-99.3% | $10,827-99.4% |