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 | $17,015 | $189,613-91.0% | $167,512-89.8% | $142,382-88.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 37.47% | 2024.68%-1987.2pp | 1615.79%-1578.3pp | 217.08%-179.6pp |
| Employer contribution / active EE | $2,294 | $4,349-47.3% | $3,882-40.9% | $4,299-46.6% |
| Participant deferral / active EE | $4,794 | $6,981-31.3% | $6,405-25.2% | $6,507-26.3% |
| Admin fee / account holder | $18 | $10,528-99.8% | $9,769-99.8% | $12,624-99.9% |