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 | $12,731 | $107,334-88.1% | $92,893-86.3% | $152,861-91.7% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 28.06% | 145.58%-117.5pp | 109.41%-81.3pp | 345.32%-317.3pp |
| Employer contribution / active EE | $2,449 | $4,221-42.0% | $3,653-33.0% | $4,762-48.6% |
| Participant deferral / active EE | $4,069 | $4,845-16.0% | $4,236-3.9% | $5,850-30.4% |
| Admin fee / account holder | $163 | $7,079-97.7% | $5,794-97.2% | $11,596-98.6% |