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 | $23,133 | $135,635-82.9% | $110,238-79.0% | $135,375-82.9% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.8%-8.4pp | 82.6%-11.2pp |
| Annual return | -12.69% | 513.19%-525.9pp | 314.74%-327.4pp | 519.73%-532.4pp |
| Employer contribution / active EE | $3,780 | $4,906-23.0% | $3,826-1.2% | $4,779-20.9% |
| Participant deferral / active EE | $7,611 | $5,506+38.2% | $4,672+62.9% | $5,609+35.7% |
| Admin fee / account holder | $269 | $11,457-97.6% | $8,547-96.8% | $10,827-97.5% |