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 | $15,913 | $157,256-89.9% | $141,162-88.7% | $152,861-89.6% |
| Participation rate | 86.7% | 84.8%+1.8pp | 82.5%+4.2pp | 82.4%+4.2pp |
| Annual return | 67.67% | 64.32%+3.4pp | 71.39%-3.7pp | 345.32%-277.6pp |
| Employer contribution / active EE | $3,084 | $5,261-41.4% | $4,735-34.9% | $4,762-35.2% |
| Participant deferral / active EE | $6,019 | $7,109-15.3% | $6,709-10.3% | $5,850+2.9% |
| Admin fee / account holder | $177 | $12,120-98.5% | $10,261-98.3% | $11,596-98.5% |