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 9-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 | $32,728 | $189,613-82.7% | $167,512-80.5% | $142,382-77.0% |
| Participation rate | 87.5% | 80.1%+7.4pp | 77.1%+10.4pp | 80.1%+7.4pp |
| Annual return | 18.54% | 2024.68%-2006.1pp | 1615.79%-1597.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $5,625 | $4,349+29.3% | $3,882+44.9% | $4,299+30.8% |
| Participant deferral / active EE | $2,929 | $6,981-58.0% | $6,405-54.3% | $6,507-55.0% |
| Admin fee / account holder | $144 | $10,528-98.6% | $9,769-98.5% | $12,624-98.9% |