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 10-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 | $40,344 | $189,613-78.7% | $167,512-75.9% | $142,382-71.7% |
| Participation rate | 88.9% | 80.1%+8.8pp | 77.1%+11.8pp | 80.1%+8.8pp |
| Annual return | 12.68% | 2024.68%-2012.0pp | 1615.79%-1603.1pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,197 | $4,349-72.5% | $3,882-69.2% | $4,299-72.2% |
| Participant deferral / active EE | $2,211 | $6,981-68.3% | $6,405-65.5% | $6,507-66.0% |
| Admin fee / account holder | $17 | $10,528-99.8% | $9,769-99.8% | $12,624-99.9% |