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 | $20,977 | $112,096-81.3% | $95,952-78.1% | $158,922-86.8% |
| Participation rate | 92.9% | 79.0%+13.9pp | 77.1%+15.8pp | 82.0%+10.9pp |
| Annual return | 25.60% | 171.09%-145.5pp | 91.61%-66.0pp | 302.83%-277.2pp |
| Employer contribution / active EE | $947 | $3,198-70.4% | $2,541-62.7% | $4,761-80.1% |
| Participant deferral / active EE | $4,188 | $4,784-12.5% | $4,167+0.5% | $5,982-30.0% |
| Admin fee / account holder | $5 | $10,130-100.0% | $6,795-99.9% | $11,246-100.0% |