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 | $82,148 | $189,613-56.7% | $167,512-51.0% | $142,382-42.3% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 19.29% | 2024.68%-2005.4pp | 1615.79%-1596.5pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,771 | $4,349-59.3% | $3,882-54.4% | $4,299-58.8% |
| Participant deferral / active EE | $4,775 | $6,981-31.6% | $6,405-25.4% | $6,507-26.6% |
| Admin fee / account holder | $271 | $10,528-97.4% | $9,769-97.2% | $12,624-97.9% |