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 | $19,176 | $189,613-89.9% | $167,512-88.6% | $142,382-86.5% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 71.09% | 2024.68%-1953.6pp | 1615.79%-1544.7pp | 217.08%-146.0pp |
| Employer contribution / active EE | $2,670 | $4,349-38.6% | $3,882-31.2% | $4,299-37.9% |
| Participant deferral / active EE | $3,353 | $6,981-52.0% | $6,405-47.6% | $6,507-48.5% |
| Admin fee / account holder | $2 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |