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 | $15,524 | $165,335-90.6% | $149,696-89.6% | $158,922-90.2% |
| Participation rate | 76.2% | 84.6%-8.4pp | 82.5%-6.3pp | 82.0%-5.8pp |
| Annual return | 40.99% | 348.15%-307.2pp | 276.60%-235.6pp | 302.83%-261.8pp |
| Employer contribution / active EE | $2,112 | $5,103-58.6% | $4,644-54.5% | $4,761-55.6% |
| Participant deferral / active EE | $4,477 | $7,181-37.7% | $6,842-34.6% | $5,982-25.2% |
| Admin fee / account holder | $56 | $10,807-99.5% | $9,309-99.4% | $11,246-99.5% |