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 | $241,585 | $189,613+27.4% | $167,512+44.2% | $142,382+69.7% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 20.60% | 2024.68%-2004.1pp | 1615.79%-1595.2pp | 217.08%-196.5pp |
| Employer contribution / active EE | $4,557 | $4,349+4.8% | $3,882+17.4% | $4,299+6.0% |
| Participant deferral / active EE | $8,792 | $6,981+25.9% | $6,405+37.3% | $6,507+35.1% |
| Admin fee / account holder | $38 | $10,528-99.6% | $9,769-99.6% | $12,624-99.7% |