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 | $69,288 | $189,613-63.5% | $167,512-58.6% | $142,382-51.3% |
| Participation rate | 88.9% | 80.1%+8.8pp | 77.1%+11.8pp | 80.1%+8.8pp |
| Annual return | 15.97% | 2024.68%-2008.7pp | 1615.79%-1599.8pp | 217.08%-201.1pp |
| Employer contribution / active EE | $7,669 | $4,349+76.3% | $3,882+97.6% | $4,299+78.4% |
| Participant deferral / active EE | $7,307 | $6,981+4.7% | $6,405+14.1% | $6,507+12.3% |
| Admin fee / account holder | $79 | $10,528-99.2% | $9,769-99.2% | $12,624-99.4% |