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 | $7,824 | $105,860-92.6% | $90,749-91.4% | $134,475-94.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -22.90% | -11.01%-11.9pp | -12.16%-10.7pp | 417.96%-440.9pp |
| Employer contribution / active EE | $2,165 | $3,462-37.5% | $2,921-25.9% | $4,740-54.3% |
| Participant deferral / active EE | $8,532 | $5,216+63.6% | $4,564+86.9% | $6,400+33.3% |
| Admin fee / account holder | $31 | $13,938-99.8% | $8,445-99.6% | $11,426-99.7% |