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 | $9,861 | $96,484-89.8% | $75,886-87.0% | $152,861-93.5% |
| Participation rate | 95.5% | 76.2%+19.3pp | 69.3%+26.2pp | 82.4%+13.0pp |
| Annual return | 27.17% | 33.98%-6.8pp | 30.76%-3.6pp | 345.32%-318.1pp |
| Employer contribution / active EE | $1,627 | $3,309-50.8% | $2,500-34.9% | $4,762-65.8% |
| Participant deferral / active EE | $2,301 | $4,553-49.5% | $3,603-36.1% | $5,850-60.7% |
| Admin fee / account holder | $237 | $8,078-97.1% | $5,418-95.6% | $11,596-98.0% |