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 | $17,798 | $99,652-82.1% | $78,778-77.4% | $147,584-87.9% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.2%+19.7pp | 82.8%+6.1pp |
| Annual return | 18.93% | 47.28%-28.4pp | 35.62%-16.7pp | 578.55%-559.6pp |
| Employer contribution / active EE | $1,631 | $2,796-41.7% | $1,986-17.8% | $4,876-66.5% |
| Participant deferral / active EE | $2,921 | $3,664-20.3% | $2,958-1.3% | $5,439-46.3% |
| Admin fee / account holder | $5 | $7,155-99.9% | $5,134-99.9% | $10,885-99.9% |