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 3-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 | $6,260 | $80,717-92.2% | $154,803-96.0% | $84,808-92.6% |
| Participation rate | 70.6% | 66.8%+3.8pp | 78.1%-7.5pp | 68.3%+2.3pp |
| Annual return | 124.77% | 37.96%+86.8pp | 58.88%+65.9pp | 40.90%+83.9pp |
| Employer contribution / active EE | $333 | $2,761-87.9% | $4,305-92.3% | $2,631-87.3% |
| Participant deferral / active EE | $1,193 | $3,303-63.9% | $5,540-78.5% | $4,212-71.7% |
| Admin fee / account holder | $125 | $6,746-98.2% | $14,329-99.1% | $7,344-98.3% |