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.
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 | $21,051 | $189,613-88.9% | $167,512-87.4% | $142,382-85.2% |
| Participation rate | 92.9% | 80.1%+12.7pp | 77.1%+15.8pp | 80.1%+12.7pp |
| Annual return | 23.33% | 2024.68%-2001.4pp | 1615.79%-1592.5pp | 217.08%-193.7pp |
| Employer contribution / active EE | $1,691 | $4,349-61.1% | $3,882-56.4% | $4,299-60.7% |
| Participant deferral / active EE | $3,631 | $6,981-48.0% | $6,405-43.3% | $6,507-44.2% |
| Admin fee / account holder | $1 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |