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 | $39,682 | $189,613-79.1% | $167,512-76.3% | $142,382-72.1% |
| Participation rate | 84.6% | 80.1%+4.5pp | 77.1%+7.6pp | 80.1%+4.5pp |
| Annual return | 17.04% | 2024.68%-2007.6pp | 1615.79%-1598.7pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,234 | $4,349-71.6% | $3,882-68.2% | $4,299-71.3% |
| Participant deferral / active EE | $6,078 | $6,981-12.9% | $6,405-5.1% | $6,507-6.6% |
| Admin fee / account holder | $259 | $10,528-97.5% | $9,769-97.4% | $12,624-97.9% |