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 10-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.
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 | $9,069 | $57,281-84.2% | $86,612-89.5% | $75,163-87.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 25.95% | 2670.75%-2644.8pp | 591.07%-565.1pp | 160.62%-134.7pp |
| Employer contribution / active EE | $688 | $2,314-70.3% | $3,022-77.2% | $2,670-74.2% |
| Participant deferral / active EE | $1,677 | $3,318-49.5% | $4,438-62.2% | $4,125-59.4% |
| Admin fee / account holder | $2 | $4,112-100.0% | $5,614-100.0% | $5,651-100.0% |