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 6-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 | $19,214 | $98,750-80.5% | $149,696-87.2% | $79,858-75.9% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.5%+9.5pp | 69.6%+22.4pp |
| Annual return | 168.44% | 27.43%+141.0pp | 276.60%-108.2pp | 31.71%+136.7pp |
| Employer contribution / active EE | $5,449 | $3,216+69.4% | $4,644+17.3% | $2,471+120.5% |
| Participant deferral / active EE | $4,469 | $5,680-21.3% | $6,842-34.7% | $3,740+19.5% |
| Admin fee / account holder | $170 | $6,053-97.2% | $9,309-98.2% | $5,306-96.8% |