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 | $2,912 | $100,852-97.1% | $90,404-96.8% | $158,922-98.2% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.7%+19.6pp | 82.0%+10.3pp |
| Annual return | 12.13% | 1724.20%-1712.1pp | 1293.02%-1280.9pp | 302.83%-290.7pp |
| Employer contribution / active EE | $477 | $3,689-87.1% | $3,262-85.4% | $4,761-90.0% |
| Participant deferral / active EE | $1,341 | $4,348-69.2% | $3,963-66.2% | $5,982-77.6% |
| Admin fee / account holder | $100 | $6,501-98.5% | $5,611-98.2% | $11,246-99.1% |