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 3-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 | $25,084 | $189,613-86.8% | $167,512-85.0% | $142,382-82.4% |
| Participation rate | 94.7% | 80.1%+14.6pp | 77.1%+17.7pp | 80.1%+14.6pp |
| Annual return | 21.40% | 2024.68%-2003.3pp | 1615.79%-1594.4pp | 217.08%-195.7pp |
| Employer contribution / active EE | $3,025 | $4,349-30.4% | $3,882-22.1% | $4,299-29.6% |
| Participant deferral / active EE | $5,210 | $6,981-25.4% | $6,405-18.6% | $6,507-19.9% |
| Admin fee / account holder | $141 | $10,528-98.7% | $9,769-98.6% | $12,624-98.9% |