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 | $11,492 | $180,449-93.6% | $154,107-92.5% | $135,375-91.5% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -16.41% | 888.09%-904.5pp | 735.12%-751.5pp | 519.73%-536.1pp |
| Employer contribution / active EE | $1,890 | $6,035-68.7% | $5,298-64.3% | $4,779-60.5% |
| Participant deferral / active EE | $6,003 | $5,806+3.4% | $5,081+18.2% | $5,609+7.0% |
| Admin fee / account holder | $39 | $16,143-99.8% | $13,411-99.7% | $10,827-99.6% |