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 | $191,729 | $189,613+1.1% | $167,512+14.5% | $142,382+34.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 14.89% | 2024.68%-2009.8pp | 1615.79%-1600.9pp | 217.08%-202.2pp |
| Employer contribution / active EE | $3,485 | $4,349-19.9% | $3,882-10.2% | $4,299-18.9% |
| Participant deferral / active EE | $3,821 | $6,981-45.3% | $6,405-40.3% | $6,507-41.3% |
| Admin fee / account holder | $40 | $10,528-99.6% | $9,769-99.6% | $12,624-99.7% |