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 | $4,916 | $167,307-97.1% | $143,757-96.6% | $134,475-96.3% |
| Participation rate | 82.4% | 84.8%-2.5pp | 80.3%+2.0pp | 81.2%+1.1pp |
| Annual return | -52.26% | 0.46%-52.7pp | -0.04%-52.2pp | 417.96%-470.2pp |
| Employer contribution / active EE | $1,294 | $5,619-77.0% | $4,951-73.9% | $4,740-72.7% |
| Participant deferral / active EE | $2,591 | $6,446-59.8% | $5,637-54.0% | $6,400-59.5% |
| Admin fee / account holder | $49 | $18,088-99.7% | $14,673-99.7% | $11,426-99.6% |