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 | $41,771 | $189,613-78.0% | $167,512-75.1% | $142,382-70.7% |
| Participation rate | 71.4% | 80.1%-8.7pp | 77.1%-5.6pp | 80.1%-8.7pp |
| Annual return | 19.46% | 2024.68%-2005.2pp | 1615.79%-1596.3pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,635 | $4,349-39.4% | $3,882-32.1% | $4,299-38.7% |
| Participant deferral / active EE | $3,388 | $6,981-51.5% | $6,405-47.1% | $6,507-47.9% |
| Admin fee / account holder | $73 | $10,528-99.3% | $9,769-99.3% | $12,624-99.4% |