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 | $12,656 | $189,613-93.3% | $167,512-92.4% | $142,382-91.1% |
| Participation rate | 94.4% | 80.1%+14.3pp | 77.1%+17.4pp | 80.1%+14.3pp |
| Annual return | 19.68% | 2024.68%-2005.0pp | 1615.79%-1596.1pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,234 | $4,349-71.6% | $3,882-68.2% | $4,299-71.3% |
| Participant deferral / active EE | $2,027 | $6,981-71.0% | $6,405-68.4% | $6,507-68.9% |
| Admin fee / account holder | $12 | $10,528-99.9% | $9,769-99.9% | $12,624-99.9% |