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 | $22,001 | $118,680-81.5% | $98,907-77.8% | $158,922-86.2% |
| Participation rate | 89.5% | 77.8%+11.7pp | 76.0%+13.4pp | 82.0%+7.5pp |
| Annual return | 21.63% | 372.35%-350.7pp | 196.43%-174.8pp | 302.83%-281.2pp |
| Employer contribution / active EE | $1,114 | $3,333-66.6% | $2,689-58.6% | $4,761-76.6% |
| Participant deferral / active EE | $2,101 | $5,088-58.7% | $4,244-50.5% | $5,982-64.9% |
| Admin fee / account holder | $237 | $10,131-97.7% | $6,642-96.4% | $11,246-97.9% |