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 | $168,211 | $189,613-11.3% | $167,512+0.4% | $142,382+18.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.96% | 2024.68%-2004.7pp | 1615.79%-1595.8pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,129 | $4,349-74.0% | $3,882-70.9% | $4,299-73.7% |
| Participant deferral / active EE | $18,247 | $6,981+161.4% | $6,405+184.9% | $6,507+180.4% |
| Admin fee / account holder | $44 | $10,528-99.6% | $9,769-99.6% | $12,624-99.7% |