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 7-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 | $4,269 | $115,882-96.3% | $100,516-95.8% | $158,922-97.3% |
| Participation rate | 76.9% | 81.6%-4.6pp | 79.4%-2.5pp | 82.0%-5.0pp |
| Annual return | 25.37% | 34.79%-9.4pp | 30.89%-5.5pp | 302.83%-277.5pp |
| Employer contribution / active EE | $538 | $4,103-86.9% | $3,418-84.3% | $4,761-88.7% |
| Participant deferral / active EE | $2,292 | $6,674-65.7% | $6,270-63.4% | $5,982-61.7% |
| Admin fee / account holder | $163 | $10,995-98.5% | $8,081-98.0% | $11,246-98.5% |