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 | $25,086 | $189,613-86.8% | $167,512-85.0% | $142,382-82.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 27.61% | 2024.68%-1997.1pp | 1615.79%-1588.2pp | 217.08%-189.5pp |
| Employer contribution / active EE | $4,426 | $4,349+1.8% | $3,882+14.0% | $4,299+2.9% |
| Participant deferral / active EE | $5,826 | $6,981-16.6% | $6,405-9.0% | $6,507-10.5% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |