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 10-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 | $5,400 | $180,449-97.0% | $154,107-96.5% | $135,375-96.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.60% | 888.09%-899.7pp | 735.12%-746.7pp | 519.73%-531.3pp |
| Employer contribution / active EE | $1,278 | $6,035-78.8% | $5,298-75.9% | $4,779-73.3% |
| Participant deferral / active EE | $2,079 | $5,806-64.2% | $5,081-59.1% | $5,609-62.9% |
| Admin fee / account holder | $83 | $16,143-99.5% | $13,411-99.4% | $10,827-99.2% |