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 | $198,029 | $189,613+4.4% | $167,512+18.2% | $142,382+39.1% |
| Participation rate | 90.0% | 80.1%+9.9pp | 77.1%+12.9pp | 80.1%+9.9pp |
| Annual return | 20.01% | 2024.68%-2004.7pp | 1615.79%-1595.8pp | 217.08%-197.1pp |
| Employer contribution / active EE | $9,783 | $4,349+125.0% | $3,882+152.0% | $4,299+127.6% |
| Participant deferral / active EE | $9,550 | $6,981+36.8% | $6,405+49.1% | $6,507+46.8% |
| Admin fee / account holder | $42 | $10,528-99.6% | $9,769-99.6% | $12,624-99.7% |