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 5-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 | $3,418 | $72,400-95.3% | $67,502-94.9% | $145,922-97.7% |
| Participation rate | 86.7% | 76.9%+9.8pp | 72.9%+13.8pp | 80.3%+6.4pp |
| Annual return | 12.32% | 7182.46%-7170.1pp | 3512.12%-3499.8pp | 561.29%-549.0pp |
| Employer contribution / active EE | $625 | $3,069-79.6% | $2,731-77.1% | $4,660-86.6% |
| Participant deferral / active EE | $958 | $4,783-80.0% | $4,000-76.0% | $6,688-85.7% |
| Admin fee / account holder | $106 | $5,539-98.1% | $3,998-97.4% | $13,397-99.2% |