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 4-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 | $28,252 | $189,613-85.1% | $167,512-83.1% | $142,382-80.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 25.62% | 2024.68%-1999.1pp | 1615.79%-1590.2pp | 217.08%-191.5pp |
| Employer contribution / active EE | $650 | $4,349-85.1% | $3,882-83.3% | $4,299-84.9% |
| Participant deferral / active EE | $7,090 | $6,981+1.6% | $6,405+10.7% | $6,507+9.0% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |