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 | $9,582 | $190,805-95.0% | $159,960-94.0% | $134,475-92.9% |
| Participation rate | 91.7% | 81.9%+9.7pp | 78.0%+13.7pp | 81.2%+10.4pp |
| Annual return | -37.87% | 552.23%-590.1pp | 408.60%-446.5pp | 417.96%-455.8pp |
| Employer contribution / active EE | $2,020 | $4,995-59.6% | $4,226-52.2% | $4,740-57.4% |
| Participant deferral / active EE | $4,910 | $6,923-29.1% | $6,182-20.6% | $6,400-23.3% |
| Admin fee / account holder | $117 | $10,471-98.9% | $8,698-98.7% | $11,426-99.0% |