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 | $5,291 | $104,106-94.9% | $71,086-92.6% | $135,375-96.1% |
| Participation rate | 87.5% | 65.7%+21.8pp | 54.7%+32.8pp | 82.6%+4.9pp |
| Annual return | -14.45% | 1256.30%-1270.7pp | 650.59%-665.0pp | 519.73%-534.2pp |
| Employer contribution / active EE | $4,180 | $1,485+181.5% | $1,088+284.3% | $4,779-12.5% |
| Participant deferral / active EE | $3,466 | $2,527+37.2% | $1,874+84.9% | $5,609-38.2% |
| Admin fee / account holder | $123 | $4,142-97.0% | $3,082-96.0% | $10,827-98.9% |