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 6-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 | $21,344 | $124,319-82.8% | $111,297-80.8% | $167,490-87.3% |
| Participation rate | 92.9% | 79.6%+13.2pp | 77.3%+15.5pp | 82.1%+10.8pp |
| Annual return | 17.53% | 37.44%-19.9pp | 54.65%-37.1pp | 478.56%-461.0pp |
| Employer contribution / active EE | $5,010 | $3,435+45.8% | $2,731+83.5% | $4,837+3.6% |
| Participant deferral / active EE | $2,953 | $5,180-43.0% | $4,487-34.2% | $6,341-53.4% |
| Admin fee / account holder | $174 | $10,618-98.4% | $7,964-97.8% | $12,309-98.6% |