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 3-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 | $6,361 | $169,032-96.2% | $129,207-95.1% | $145,922-95.6% |
| Participation rate | 92.9% | 76.4%+16.4pp | 69.6%+23.2pp | 80.3%+12.6pp |
| Annual return | 28.20% | 14330.11%-14301.9pp | 9417.33%-9389.1pp | 561.29%-533.1pp |
| Employer contribution / active EE | $2,408 | $5,537-56.5% | $4,153-42.0% | $4,660-48.3% |
| Participant deferral / active EE | $2,421 | $4,987-51.5% | $4,168-41.9% | $6,688-63.8% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |