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 | $33,551 | $189,613-82.3% | $167,512-80.0% | $142,382-76.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.52% | 2024.68%-2009.2pp | 1615.79%-1600.3pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,440 | $4,349-66.9% | $3,882-62.9% | $4,299-66.5% |
| Participant deferral / active EE | $2,400 | $6,981-65.6% | $6,405-62.5% | $6,507-63.1% |
| Admin fee / account holder | $131 | $10,528-98.8% | $9,769-98.7% | $12,624-99.0% |