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 | $6,302 | $53,777-88.3% | $134,143-95.3% | $79,858-92.1% |
| Participation rate | 95.7% | 58.8%+36.9pp | 72.2%+23.5pp | 69.6%+26.0pp |
| Annual return | 24.34% | 19.01%+5.3pp | 36.33%-12.0pp | 31.71%-7.4pp |
| Employer contribution / active EE | $472 | $1,321-64.3% | $3,704-87.3% | $2,471-80.9% |
| Participant deferral / active EE | $1,915 | $2,420-20.9% | $3,499-45.3% | $3,740-48.8% |
| Admin fee / account holder | $188 | $3,984-95.3% | $6,684-97.2% | $5,306-96.5% |