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 | $20,260 | $86,286-76.5% | $111,297-81.8% | $85,850-76.4% |
| Participation rate | 81.3% | 73.3%+7.9pp | 77.3%+3.9pp | 69.3%+11.9pp |
| Annual return | 15.72% | 19.99%-4.3pp | 54.65%-38.9pp | 318.53%-302.8pp |
| Employer contribution / active EE | $2,581 | $2,043+26.3% | $2,731-5.5% | $2,565+0.6% |
| Participant deferral / active EE | $4,883 | $3,641+34.1% | $4,487+8.8% | $3,952+23.6% |
| Admin fee / account holder | $255 | $8,188-96.9% | $7,964-96.8% | $6,260-95.9% |