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 10-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 | $109,539 | $189,613-42.2% | $167,512-34.6% | $142,382-23.1% |
| Participation rate | 91.7% | 80.1%+11.5pp | 77.1%+14.6pp | 80.1%+11.5pp |
| Annual return | 20.55% | 2024.68%-2004.1pp | 1615.79%-1595.2pp | 217.08%-196.5pp |
| Employer contribution / active EE | $5,182 | $4,349+19.2% | $3,882+33.5% | $4,299+20.5% |
| Participant deferral / active EE | $9,938 | $6,981+42.3% | $6,405+55.2% | $6,507+52.7% |
| Admin fee / account holder | $9 | $10,528-99.9% | $9,769-99.9% | $12,624-99.9% |