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.
Participant contribution per participant 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 | $649 | $96,305-99.3% | $80,569-99.2% | $139,434-99.5% |
| Participation rate | 95.2% | 73.6%+21.6pp | 67.0%+28.2pp | 80.3%+14.9pp |
| Annual return | 28.63% | 1350.08%-1321.5pp | 935.43%-906.8pp | 372.94%-344.3pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $801 | $5,232-84.7% | $4,447-82.0% | $6,710-88.1% |
| Admin fee / account holder | $173 | $6,599-97.4% | $5,377-96.8% | $11,403-98.5% |