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 | $13,032 | $189,613-93.1% | $167,512-92.2% | $142,382-90.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.54% | 2024.68%-2009.1pp | 1615.79%-1600.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $815 | $4,349-81.3% | $3,882-79.0% | $4,299-81.1% |
| Participant deferral / active EE | $1,408 | $6,981-79.8% | $6,405-78.0% | $6,507-78.4% |
| Admin fee / account holder | $185 | $10,528-98.2% | $9,769-98.1% | $12,624-98.5% |