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 | $15,584 | $78,694-80.2% | $67,652-77.0% | $125,391-87.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -5.11% | 9.46%-14.6pp | 6625.04%-6630.2pp | 282.22%-287.3pp |
| Employer contribution / active EE | $2,842 | $3,044-6.6% | $2,266+25.5% | $4,866-41.6% |
| Participant deferral / active EE | $5,420 | $4,292+26.3% | $3,560+52.3% | $5,352+1.3% |
| Admin fee / account holder | $70 | $7,403-99.1% | $4,821-98.5% | $9,540-99.3% |