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 | $35,031 | $189,613-81.5% | $167,512-79.1% | $142,382-75.4% |
| Participation rate | 90.0% | 80.1%+9.9pp | 77.1%+12.9pp | 80.1%+9.9pp |
| Annual return | 20.52% | 2024.68%-2004.2pp | 1615.79%-1595.3pp | 217.08%-196.6pp |
| Employer contribution / active EE | $3,026 | $4,349-30.4% | $3,882-22.0% | $4,299-29.6% |
| Participant deferral / active EE | $4,839 | $6,981-30.7% | $6,405-24.4% | $6,507-25.6% |
| Admin fee / account holder | $220 | $10,528-97.9% | $9,769-97.7% | $12,624-98.3% |