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 8-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 | $41,211 | $189,613-78.3% | $167,512-75.4% | $142,382-71.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.68% | 2024.68%-2008.0pp | 1615.79%-1599.1pp | 217.08%-200.4pp |
| Employer contribution / active EE | $3,316 | $4,349-23.7% | $3,882-14.6% | $4,299-22.9% |
| Participant deferral / active EE | $4,096 | $6,981-41.3% | $6,405-36.0% | $6,507-37.0% |
| Admin fee / account holder | $250 | $10,528-97.6% | $9,769-97.4% | $12,624-98.0% |