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 7-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 | $90,010 | $189,613-52.5% | $167,512-46.3% | $142,382-36.8% |
| Participation rate | 88.9% | 80.1%+8.8pp | 77.1%+11.8pp | 80.1%+8.8pp |
| Annual return | 15.43% | 2024.68%-2009.2pp | 1615.79%-1600.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,652 | $4,349-62.0% | $3,882-57.4% | $4,299-61.6% |
| Participant deferral / active EE | $13,249 | $6,981+89.8% | $6,405+106.9% | $6,507+103.6% |
| Admin fee / account holder | $23 | $10,528-99.8% | $9,769-99.8% | $12,624-99.8% |