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 | $56,638 | $189,613-70.1% | $167,512-66.2% | $142,382-60.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 23.43% | 2024.68%-2001.2pp | 1615.79%-1592.4pp | 217.08%-193.6pp |
| Employer contribution / active EE | $732 | $4,349-83.2% | $3,882-81.1% | $4,299-83.0% |
| Participant deferral / active EE | $11,270 | $6,981+61.4% | $6,405+76.0% | $6,507+73.2% |
| Admin fee / account holder | $297 | $10,528-97.2% | $9,769-97.0% | $12,624-97.7% |