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 | $29,416 | $189,613-84.5% | $167,512-82.4% | $142,382-79.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.42% | 2024.68%-2005.3pp | 1615.79%-1596.4pp | 217.08%-197.7pp |
| Employer contribution / active EE | $3,452 | $4,349-20.6% | $3,882-11.1% | $4,299-19.7% |
| Participant deferral / active EE | $9,958 | $6,981+42.6% | $6,405+55.5% | $6,507+53.0% |
| Admin fee / account holder | $163 | $10,528-98.4% | $9,769-98.3% | $12,624-98.7% |