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 | $12,780 | $167,307-92.4% | $143,757-91.1% | $134,475-90.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.29% | 0.46%-21.7pp | -0.04%-21.2pp | 417.96%-439.3pp |
| Employer contribution / active EE | $1,863 | $5,619-66.8% | $4,951-62.4% | $4,740-60.7% |
| Participant deferral / active EE | $9,006 | $6,446+39.7% | $5,637+59.8% | $6,400+40.7% |
| Admin fee / account holder | $248 | $18,088-98.6% | $14,673-98.3% | $11,426-97.8% |