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 | $11,947 | $96,484-87.6% | $75,886-84.3% | $152,861-92.2% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.3%+10.7pp | 82.4%-2.4pp |
| Annual return | 41.05% | 33.98%+7.1pp | 30.76%+10.3pp | 345.32%-304.3pp |
| Employer contribution / active EE | $540 | $3,309-83.7% | $2,500-78.4% | $4,762-88.7% |
| Participant deferral / active EE | $4,593 | $4,553+0.9% | $3,603+27.5% | $5,850-21.5% |
| Admin fee / account holder | $59 | $8,078-99.3% | $5,418-98.9% | $11,596-99.5% |