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 | $10,118 | $150,440-93.3% | $136,294-92.6% | $147,584-93.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 35.35% | 1049.08%-1013.7pp | 5155.94%-5120.6pp | 578.55%-543.2pp |
| Employer contribution / active EE | $2,238 | $5,256-57.4% | $4,695-52.3% | $4,876-54.1% |
| Participant deferral / active EE | $2,527 | $6,630-61.9% | $6,247-59.5% | $5,439-53.5% |
| Admin fee / account holder | $52 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |