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 | $5,291 | $96,635-94.5% | $86,612-93.9% | $139,434-96.2% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 27.78% | 106.41%-78.6pp | 591.07%-563.3pp | 372.94%-345.2pp |
| Employer contribution / active EE | $570 | $3,263-82.5% | $3,022-81.1% | $4,751-88.0% |
| Participant deferral / active EE | $1,575 | $4,836-67.4% | $4,438-64.5% | $6,710-76.5% |
| Admin fee / account holder | $232 | $6,408-96.4% | $5,614-95.9% | $11,403-98.0% |