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 5-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 | $4,117 | $190,805-97.8% | $159,960-97.4% | $134,475-96.9% |
| Participation rate | 90.0% | 81.9%+8.1pp | 78.0%+12.0pp | 81.2%+8.8pp |
| Annual return | -23.96% | 552.23%-576.2pp | 408.60%-432.6pp | 417.96%-441.9pp |
| Employer contribution / active EE | $1,260 | $4,995-74.8% | $4,226-70.2% | $4,740-73.4% |
| Participant deferral / active EE | $1,697 | $6,923-75.5% | $6,182-72.5% | $6,400-73.5% |
| Admin fee / account holder | $11 | $10,471-99.9% | $8,698-99.9% | $11,426-99.9% |