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 | $27,596 | $189,613-85.4% | $167,512-83.5% | $142,382-80.6% |
| Participation rate | 91.3% | 80.1%+11.2pp | 77.1%+14.2pp | 80.1%+11.2pp |
| Annual return | 15.18% | 2024.68%-2009.5pp | 1615.79%-1600.6pp | 217.08%-201.9pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $7,183 | $6,981+2.9% | $6,405+12.2% | $6,507+10.4% |
| Admin fee / account holder | $154 | $10,528-98.5% | $9,769-98.4% | $12,624-98.8% |