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 | $136,247 | $189,613-28.1% | $167,512-18.7% | $142,382-4.3% |
| Participation rate | 82.4% | 80.1%+2.2pp | 77.1%+5.3pp | 80.1%+2.2pp |
| Annual return | 13.26% | 2024.68%-2011.4pp | 1615.79%-1602.5pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,362 | $4,349-45.7% | $3,882-39.1% | $4,299-45.1% |
| Participant deferral / active EE | $6,913 | $6,981-1.0% | $6,405+7.9% | $6,507+6.2% |
| Admin fee / account holder | $62 | $10,528-99.4% | $9,769-99.4% | $12,624-99.5% |