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 9-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 | $53,698 | $189,613-71.7% | $167,512-67.9% | $142,382-62.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.77% | 2024.68%-2007.9pp | 1615.79%-1599.0pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,074 | $4,349-75.3% | $3,882-72.3% | $4,299-75.0% |
| Participant deferral / active EE | $10,333 | $6,981+48.0% | $6,405+61.3% | $6,507+58.8% |
| Admin fee / account holder | $14 | $10,528-99.9% | $9,769-99.9% | $12,624-99.9% |