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 7-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 | $20,281 | $197,591-89.7% | $177,821-88.6% | $158,922-87.2% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 56.03% | 58.76%-2.7pp | 48.32%+7.7pp | 302.83%-246.8pp |
| Employer contribution / active EE | $3,701 | $6,697-44.7% | $5,918-37.5% | $4,761-22.3% |
| Participant deferral / active EE | $5,382 | $8,405-36.0% | $7,714-30.2% | $5,982-10.0% |
| Admin fee / account holder | $52 | $15,399-99.7% | $12,427-99.6% | $11,246-99.5% |