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 | $13,008 | $97,757-86.7% | $83,848-84.5% | $135,375-90.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.93% | 1287.37%-1298.3pp | 850.88%-861.8pp | 519.73%-530.7pp |
| Employer contribution / active EE | $1,438 | $4,222-65.9% | $3,631-60.4% | $4,779-69.9% |
| Participant deferral / active EE | $6,226 | $4,682+33.0% | $4,082+52.5% | $5,609+11.0% |
| Admin fee / account holder | $126 | $6,674-98.1% | $5,478-97.7% | $10,827-98.8% |