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 3-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 | $3,238 | $104,974-96.9% | $95,585-96.6% | $142,382-97.7% |
| Participation rate | 82.6% | 75.0%+7.6pp | 72.1%+10.5pp | 80.1%+2.5pp |
| Annual return | 28.02% | 210.33%-182.3pp | 38.56%-10.5pp | 217.08%-189.1pp |
| Employer contribution / active EE | $774 | $2,779-72.1% | $2,527-69.4% | $4,299-82.0% |
| Participant deferral / active EE | $892 | $4,352-79.5% | $4,023-77.8% | $6,507-86.3% |
| Admin fee / account holder | $280 | $6,386-95.6% | $6,127-95.4% | $12,624-97.8% |