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 | $41,367 | $189,613-78.2% | $167,512-75.3% | $142,382-70.9% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 342.89% | 2024.68%-1681.8pp | 1615.79%-1272.9pp | 217.08%+125.8pp |
| Employer contribution / active EE | $2,240 | $4,349-48.5% | $3,882-42.3% | $4,299-47.9% |
| Participant deferral / active EE | $3,264 | $6,981-53.2% | $6,405-49.0% | $6,507-49.8% |
| Admin fee / account holder | $80 | $10,528-99.2% | $9,769-99.2% | $12,624-99.4% |