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 | $18,055 | $176,377-89.8% | $134,143-86.5% | $158,922-88.6% |
| Participation rate | 87.5% | 78.7%+8.8pp | 72.2%+15.3pp | 82.0%+5.5pp |
| Annual return | 29.11% | 63.63%-34.5pp | 36.33%-7.2pp | 302.83%-273.7pp |
| Employer contribution / active EE | $2,462 | $5,040-51.2% | $3,704-33.5% | $4,761-48.3% |
| Participant deferral / active EE | $3,462 | $4,091-15.4% | $3,499-1.1% | $5,982-42.1% |
| Admin fee / account holder | $71 | $8,718-99.2% | $6,684-98.9% | $11,246-99.4% |