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 4-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 | $8,769 | $102,604-91.5% | $86,188-89.8% | $139,434-93.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | -0.11% | 1922.51%-1922.6pp | 1168.45%-1168.6pp | 372.94%-373.0pp |
| Employer contribution / active EE | $737 | $3,032-75.7% | $2,380-69.0% | $4,751-84.5% |
| Participant deferral / active EE | $4,500 | $4,676-3.8% | $3,985+12.9% | $6,710-32.9% |
| Admin fee / account holder | $94 | $8,657-98.9% | $6,852-98.6% | $11,403-99.2% |