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 | $81,722 | $189,613-56.9% | $167,512-51.2% | $142,382-42.6% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 22.30% | 2024.68%-2002.4pp | 1615.79%-1593.5pp | 217.08%-194.8pp |
| Employer contribution / active EE | $2,878 | $4,349-33.8% | $3,882-25.9% | $4,299-33.1% |
| Participant deferral / active EE | $6,435 | $6,981-7.8% | $6,405+0.5% | $6,507-1.1% |
| Admin fee / account holder | $66 | $10,528-99.4% | $9,769-99.3% | $12,624-99.5% |