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 | $15,117 | $86,286-82.5% | $111,297-86.4% | $85,850-82.4% |
| Participation rate | 82.0% | 73.3%+8.7pp | 77.3%+4.7pp | 69.3%+12.7pp |
| Annual return | 16.36% | 19.99%-3.6pp | 54.65%-38.3pp | 318.53%-302.2pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,206 | $3,641+43.0% | $4,487+16.0% | $3,952+31.7% |
| Admin fee / account holder | $85 | $8,188-99.0% | $7,964-98.9% | $6,260-98.6% |