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 | $5,310 | $76,000-93.0% | $154,107-96.6% | $64,186-91.7% |
| Participation rate | 75.0% | 70.4%+4.6pp | 83.0%-8.0pp | 69.6%+5.4pp |
| Annual return | -16.92% | 30.32%-47.2pp | 735.12%-752.0pp | 7.63%-24.6pp |
| Employer contribution / active EE | $945 | $3,351-71.8% | $5,298-82.2% | $2,381-60.3% |
| Participant deferral / active EE | $1,785 | $3,175-43.8% | $5,081-64.9% | $3,470-48.6% |
| Admin fee / account holder | $11 | $5,596-99.8% | $13,411-99.9% | $4,888-99.8% |