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 | $2,320 | $102,966-97.7% | $90,281-97.4% | $152,861-98.5% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.4%+8.5pp |
| Annual return | 67.31% | 95.16%-27.9pp | 78.10%-10.8pp | 345.32%-278.0pp |
| Employer contribution / active EE | $907 | $3,139-71.1% | $2,854-68.2% | $4,762-81.0% |
| Participant deferral / active EE | $1,001 | $4,281-76.6% | $3,885-74.2% | $5,850-82.9% |
| Admin fee / account holder | $5 | $6,171-99.9% | $5,351-99.9% | $11,596-100.0% |