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 | $22,220 | $202,318-89.0% | $172,739-87.1% | $152,861-85.5% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 24.60% | 1029.65%-1005.1pp | 802.84%-778.2pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,390 | $5,856-76.3% | $5,143-73.0% | $4,762-70.8% |
| Participant deferral / active EE | $2,415 | $5,948-59.4% | $5,198-53.5% | $5,850-58.7% |
| Admin fee / account holder | $212 | $17,109-98.8% | $13,954-98.5% | $11,596-98.2% |