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 | $35,677 | $189,613-81.2% | $167,512-78.7% | $142,382-74.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 12.71% | 2024.68%-2012.0pp | 1615.79%-1603.1pp | 217.08%-204.4pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $12,067 | $6,981+72.8% | $6,405+88.4% | $6,507+85.4% |
| Admin fee / account holder | $30 | $10,528-99.7% | $9,769-99.7% | $12,624-99.8% |