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 | $17,396 | $180,449-90.4% | $154,107-88.7% | $135,375-87.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1060.41% | 888.09%-1948.5pp | 735.12%-1795.5pp | 519.73%-1580.1pp |
| Employer contribution / active EE | $17,476 | $6,035+189.6% | $5,298+229.9% | $4,779+265.7% |
| Participant deferral / active EE | $9,664 | $5,806+66.4% | $5,081+90.2% | $5,609+72.3% |
| Admin fee / account holder | $106 | $16,143-99.3% | $13,411-99.2% | $10,827-99.0% |