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 | $131,589 | $189,613-30.6% | $167,512-21.4% | $142,382-7.6% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 16.48% | 2024.68%-2008.2pp | 1615.79%-1599.3pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,082 | $4,349-52.1% | $3,882-46.4% | $4,299-51.6% |
| Participant deferral / active EE | $6,981 | $6,9810% | $6,405+9.0% | $6,507+7.3% |
| Admin fee / account holder | $290 | $10,528-97.2% | $9,769-97.0% | $12,624-97.7% |