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 4-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.
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 | $25,575 | $189,613-86.5% | $167,512-84.7% | $142,382-82.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 24.35% | 2024.68%-2000.3pp | 1615.79%-1591.4pp | 217.08%-192.7pp |
| Employer contribution / active EE | $2,124 | $4,349-51.2% | $3,882-45.3% | $4,299-50.6% |
| Participant deferral / active EE | $2,827 | $6,981-59.5% | $6,405-55.9% | $6,507-56.6% |
| Admin fee / account holder | $96 | $10,528-99.1% | $9,769-99.0% | $12,624-99.2% |