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 8-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 | $169,254 | $189,613-10.7% | $167,512+1.0% | $142,382+18.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 35.63% | 2024.68%-1989.0pp | 1615.79%-1580.2pp | 217.08%-181.4pp |
| Employer contribution / active EE | $5,121 | $4,349+17.8% | $3,882+31.9% | $4,299+19.1% |
| Participant deferral / active EE | $13,449 | $6,981+92.6% | $6,405+110.0% | $6,507+106.7% |
| Admin fee / account holder | $12 | $10,528-99.9% | $9,769-99.9% | $12,624-99.9% |