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 | $20,891 | $189,613-89.0% | $167,512-87.5% | $142,382-85.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 21.69% | 2024.68%-2003.0pp | 1615.79%-1594.1pp | 217.08%-195.4pp |
| Employer contribution / active EE | $2,568 | $4,349-41.0% | $3,882-33.8% | $4,299-40.3% |
| Participant deferral / active EE | $4,703 | $6,981-32.6% | $6,405-26.6% | $6,507-27.7% |
| Admin fee / account holder | $297 | $10,528-97.2% | $9,769-97.0% | $12,624-97.6% |