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 6-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 | $6,327 | $62,573-89.9% | $85,682-92.6% | $85,850-92.6% |
| Participation rate | 93.5% | 61.1%+32.4pp | 69.9%+23.7pp | 69.3%+24.2pp |
| Annual return | 25.82% | 23.77%+2.1pp | 21.49%+4.3pp | 318.53%-292.7pp |
| Employer contribution / active EE | $2,062 | $1,757+17.4% | $2,618-21.3% | $2,565-19.6% |
| Participant deferral / active EE | $2,650 | $2,802-5.4% | $3,923-32.4% | $3,952-32.9% |
| Admin fee / account holder | $260 | $4,640-94.4% | $6,873-96.2% | $6,260-95.9% |