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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $356,415 | $189,613+88.0% | $167,512+112.8% | $142,382+150.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 35.30% | 2024.68%-1989.4pp | 1615.79%-1580.5pp | 217.08%-181.8pp |
| Employer contribution / active EE | $2,286 | $4,349-47.4% | $3,882-41.1% | $4,299-46.8% |
| Participant deferral / active EE | $16,049 | $6,981+129.9% | $6,405+150.6% | $6,507+146.6% |
| Admin fee / account holder | $2 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |