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 7-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 | $25,440 | $189,613-86.6% | $167,512-84.8% | $142,382-82.1% |
| Participation rate | 92.9% | 80.1%+12.7pp | 77.1%+15.8pp | 80.1%+12.7pp |
| Annual return | 22.04% | 2024.68%-2002.6pp | 1615.79%-1593.8pp | 217.08%-195.0pp |
| Employer contribution / active EE | $601 | $4,349-86.2% | $3,882-84.5% | $4,299-86.0% |
| Participant deferral / active EE | $2,646 | $6,981-62.1% | $6,405-58.7% | $6,507-59.3% |
| Admin fee / account holder | $144 | $10,528-98.6% | $9,769-98.5% | $12,624-98.9% |