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 9-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 | $7,551 | $97,757-92.3% | $83,848-91.0% | $135,375-94.4% |
| Participation rate | 92.9% | 80.0%+12.9pp | 76.1%+16.7pp | 82.6%+10.2pp |
| Annual return | -132.66% | 1287.37%-1420.0pp | 850.88%-983.5pp | 519.73%-652.4pp |
| Employer contribution / active EE | $2,865 | $4,222-32.1% | $3,631-21.1% | $4,779-40.0% |
| Participant deferral / active EE | $5,088 | $4,682+8.7% | $4,082+24.7% | $5,609-9.3% |
| Admin fee / account holder | $292 | $6,674-95.6% | $5,478-94.7% | $10,827-97.3% |