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 | $155,539 | $189,613-18.0% | $167,512-7.1% | $142,382+9.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.71% | 2024.68%-2006.0pp | 1615.79%-1597.1pp | 217.08%-198.4pp |
| Employer contribution / active EE | $6,234 | $4,349+43.4% | $3,882+60.6% | $4,299+45.0% |
| Participant deferral / active EE | $16,515 | $6,981+136.6% | $6,405+157.9% | $6,507+153.8% |
| Admin fee / account holder | $271 | $10,528-97.4% | $9,769-97.2% | $12,624-97.9% |