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 | $47,051 | $189,613-75.2% | $167,512-71.9% | $142,382-67.0% |
| Participation rate | 70.0% | 80.1%-10.1pp | 77.1%-7.1pp | 80.1%-10.1pp |
| Annual return | 15.07% | 2024.68%-2009.6pp | 1615.79%-1600.7pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,684 | $4,349-61.3% | $3,882-56.6% | $4,299-60.8% |
| Participant deferral / active EE | $1,684 | $6,981-75.9% | $6,405-73.7% | $6,507-74.1% |
| Admin fee / account holder | $206 | $10,528-98.0% | $9,769-97.9% | $12,624-98.4% |