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 | $77,108 | $189,613-59.3% | $167,512-54.0% | $142,382-45.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.98% | 2024.68%-2006.7pp | 1615.79%-1597.8pp | 217.08%-199.1pp |
| Employer contribution / active EE | $12,032 | $4,349+176.7% | $3,882+210.0% | $4,299+179.9% |
| Participant deferral / active EE | $12,805 | $6,981+83.4% | $6,405+99.9% | $6,507+96.8% |
| Admin fee / account holder | $204 | $10,528-98.1% | $9,769-97.9% | $12,624-98.4% |