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 6-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 | $12,014 | $167,307-92.8% | $143,757-91.6% | $134,475-91.1% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -25.23% | 0.46%-25.7pp | -0.04%-25.2pp | 417.96%-443.2pp |
| Employer contribution / active EE | $1,625 | $5,619-71.1% | $4,951-67.2% | $4,740-65.7% |
| Participant deferral / active EE | $3,212 | $6,446-50.2% | $5,637-43.0% | $6,400-49.8% |
| Admin fee / account holder | $68 | $18,088-99.6% | $14,673-99.5% | $11,426-99.4% |