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 7-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 | $24,257 | $189,613-87.2% | $167,512-85.5% | $142,382-83.0% |
| Participation rate | 76.5% | 80.1%-3.7pp | 77.1%-0.6pp | 80.1%-3.6pp |
| Annual return | 18.09% | 2024.68%-2006.6pp | 1615.79%-1597.7pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,019 | $4,349-76.6% | $3,882-73.7% | $4,299-76.3% |
| Participant deferral / active EE | $1,690 | $6,981-75.8% | $6,405-73.6% | $6,507-74.0% |
| Admin fee / account holder | $213 | $10,528-98.0% | $9,769-97.8% | $12,624-98.3% |