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 3-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 | $67,253 | $189,613-64.5% | $167,512-59.9% | $142,382-52.8% |
| Participation rate | 91.7% | 80.1%+11.5pp | 77.1%+14.6pp | 80.1%+11.5pp |
| Annual return | 19.51% | 2024.68%-2005.2pp | 1615.79%-1596.3pp | 217.08%-197.6pp |
| Employer contribution / active EE | $4,030 | $4,349-7.3% | $3,882+3.8% | $4,299-6.3% |
| Participant deferral / active EE | $10,829 | $6,981+55.1% | $6,405+69.1% | $6,507+66.4% |
| Admin fee / account holder | $61 | $10,528-99.4% | $9,769-99.4% | $12,624-99.5% |