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 | $17,270 | $189,613-90.9% | $167,512-89.7% | $142,382-87.9% |
| Participation rate | 76.9% | 80.1%-3.2pp | 77.1%-0.1pp | 80.1%-3.2pp |
| Annual return | 14.49% | 2024.68%-2010.2pp | 1615.79%-1601.3pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,154 | $4,349-73.5% | $3,882-70.3% | $4,299-73.2% |
| Participant deferral / active EE | $2,653 | $6,981-62.0% | $6,405-58.6% | $6,507-59.2% |
| Admin fee / account holder | $75 | $10,528-99.3% | $9,769-99.2% | $12,624-99.4% |