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 | $21,149 | $189,613-88.8% | $167,512-87.4% | $142,382-85.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 22.97% | 2024.68%-2001.7pp | 1615.79%-1592.8pp | 217.08%-194.1pp |
| Employer contribution / active EE | $2,988 | $4,349-31.3% | $3,882-23.0% | $4,299-30.5% |
| Participant deferral / active EE | $4,694 | $6,981-32.8% | $6,405-26.7% | $6,507-27.9% |
| Admin fee / account holder | $92 | $10,528-99.1% | $9,769-99.1% | $12,624-99.3% |