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 5-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 | $3,830 | $82,286-95.3% | $68,791-94.4% | $134,475-97.2% |
| Participation rate | 93.3% | 75.1%+18.3pp | 69.0%+24.3pp | 81.2%+12.1pp |
| Annual return | -62.75% | -2.19%-60.6pp | -6.38%-56.4pp | 417.96%-480.7pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,989 | $4,739-15.8% | $3,941+1.2% | $6,400-37.7% |
| Admin fee / account holder | $5 | $6,481-99.9% | $4,932-99.9% | $11,426-100.0% |