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 8-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 | $13,734 | $89,355-84.6% | $141,162-90.3% | $72,985-81.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 89.05% | 111.85%-22.8pp | 71.39%+17.7pp | 81.00%+8.0pp |
| Employer contribution / active EE | $2,769 | $3,114-11.1% | $4,735-41.5% | $2,440+13.5% |
| Participant deferral / active EE | $3,622 | $5,418-33.2% | $6,709-46.0% | $3,607+0.4% |
| Admin fee / account holder | $225 | $5,958-96.2% | $10,261-97.8% | $5,124-95.6% |