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 10-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 | $22,505 | $202,318-88.9% | $172,739-87.0% | $152,861-85.3% |
| Participation rate | 72.7% | 87.1%-14.3pp | 82.6%-9.9pp | 82.4%-9.7pp |
| Annual return | 14.39% | 1029.65%-1015.3pp | 802.84%-788.5pp | 345.32%-330.9pp |
| Employer contribution / active EE | $1,499 | $5,856-74.4% | $5,143-70.9% | $4,762-68.5% |
| Participant deferral / active EE | $5,328 | $5,948-10.4% | $5,198+2.5% | $5,850-8.9% |
| Admin fee / account holder | $195 | $17,109-98.9% | $13,954-98.6% | $11,596-98.3% |