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 | $28,830 | $198,466-85.5% | $170,442-83.1% | $147,584-80.5% |
| Participation rate | 92.3% | 88.0%+4.3pp | 83.6%+8.7pp | 82.8%+9.5pp |
| Annual return | 20.70% | 257.29%-236.6pp | 205.93%-185.2pp | 578.55%-557.8pp |
| Employer contribution / active EE | $2,216 | $6,184-64.2% | $5,433-59.2% | $4,876-54.6% |
| Participant deferral / active EE | $7,619 | $5,629+35.3% | $4,939+54.2% | $5,439+40.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |