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 | $44,770 | $189,613-76.4% | $167,512-73.3% | $142,382-68.6% |
| Participation rate | 78.6% | 80.1%-1.6pp | 77.1%+1.5pp | 80.1%-1.5pp |
| Annual return | 17.71% | 2024.68%-2007.0pp | 1615.79%-1598.1pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,991 | $4,349-31.2% | $3,882-22.9% | $4,299-30.4% |
| Participant deferral / active EE | $1,441 | $6,981-79.4% | $6,405-77.5% | $6,507-77.9% |
| Admin fee / account holder | $77 | $10,528-99.3% | $9,769-99.2% | $12,624-99.4% |