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 | $16,267 | $176,662-90.8% | $130,648-87.5% | $152,861-89.4% |
| Participation rate | 86.4% | 79.0%+7.4pp | 71.7%+14.6pp | 82.4%+3.9pp |
| Annual return | 18.17% | 2692.24%-2674.1pp | 1708.96%-1690.8pp | 345.32%-327.2pp |
| Employer contribution / active EE | $412 | $5,742-92.8% | $4,092-89.9% | $4,762-91.3% |
| Participant deferral / active EE | $1,795 | $4,361-58.8% | $3,603-50.2% | $5,850-69.3% |
| Admin fee / account holder | $27 | $7,133-99.6% | $5,464-99.5% | $11,596-99.8% |