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 5-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 | $45,660 | $189,613-75.9% | $167,512-72.7% | $142,382-67.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.06% | 2024.68%-2005.6pp | 1615.79%-1596.7pp | 217.08%-198.0pp |
| Employer contribution / active EE | $6,052 | $4,349+39.2% | $3,882+55.9% | $4,299+40.8% |
| Participant deferral / active EE | $7,418 | $6,981+6.2% | $6,405+15.8% | $6,507+14.0% |
| Admin fee / account holder | $179 | $10,528-98.3% | $9,769-98.2% | $12,624-98.6% |