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 5-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 | $32,750 | $189,613-82.7% | $167,512-80.4% | $142,382-77.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.96% | 2024.68%-2004.7pp | 1615.79%-1595.8pp | 217.08%-197.1pp |
| Employer contribution / active EE | $3,742 | $4,349-14.0% | $3,882-3.6% | $4,299-13.0% |
| Participant deferral / active EE | $13,945 | $6,981+99.7% | $6,405+117.7% | $6,507+114.3% |
| Admin fee / account holder | $145 | $10,528-98.6% | $9,769-98.5% | $12,624-98.8% |