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 | $31,606 | $189,613-83.3% | $167,512-81.1% | $142,382-77.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.56% | 2024.68%-2006.1pp | 1615.79%-1597.2pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,079 | $4,349-52.2% | $3,882-46.4% | $4,299-51.6% |
| Participant deferral / active EE | $5,274 | $6,981-24.5% | $6,405-17.7% | $6,507-19.0% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |