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 | $210,244 | $189,613+10.9% | $167,512+25.5% | $142,382+47.7% |
| Participation rate | 70.0% | 80.1%-10.1pp | 77.1%-7.1pp | 80.1%-10.1pp |
| Annual return | 35.43% | 2024.68%-1989.3pp | 1615.79%-1580.4pp | 217.08%-181.6pp |
| Employer contribution / active EE | $3,428 | $4,349-21.2% | $3,882-11.7% | $4,299-20.3% |
| Participant deferral / active EE | $4,239 | $6,981-39.3% | $6,405-33.8% | $6,507-34.9% |
| Admin fee / account holder | $40 | $10,528-99.6% | $9,769-99.6% | $12,624-99.7% |