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 6-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 | $49,728 | $189,613-73.8% | $167,512-70.3% | $142,382-65.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 20.99% | 2024.68%-2003.7pp | 1615.79%-1594.8pp | 217.08%-196.1pp |
| Employer contribution / active EE | $4,139 | $4,349-4.8% | $3,882+6.6% | $4,299-3.7% |
| Participant deferral / active EE | $10,910 | $6,981+56.3% | $6,405+70.3% | $6,507+67.7% |
| Admin fee / account holder | $82 | $10,528-99.2% | $9,769-99.2% | $12,624-99.3% |