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 | $16,489 | $99,652-83.5% | $78,778-79.1% | $147,584-88.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 33.65% | 47.28%-13.6pp | 35.62%-2.0pp | 578.55%-544.9pp |
| Employer contribution / active EE | $2,355 | $2,796-15.7% | $1,986+18.6% | $4,876-51.7% |
| Participant deferral / active EE | $1,074 | $3,664-70.7% | $2,958-63.7% | $5,439-80.3% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |