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.
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 | $4,136 | $102,604-96.0% | $86,188-95.2% | $139,434-97.0% |
| Participation rate | 81.8% | 74.5%+7.3pp | 69.0%+12.9pp | 80.3%+1.5pp |
| Annual return | 121.65% | 1922.51%-1800.9pp | 1168.45%-1046.8pp | 372.94%-251.3pp |
| Employer contribution / active EE | $698 | $3,032-77.0% | $2,380-70.7% | $4,751-85.3% |
| Participant deferral / active EE | $2,220 | $4,676-52.5% | $3,985-44.3% | $6,710-66.9% |
| Admin fee / account holder | $9 | $8,657-99.9% | $6,852-99.9% | $11,403-99.9% |