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 | $77,350 | $189,613-59.2% | $167,512-53.8% | $142,382-45.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.34% | 2024.68%-2005.3pp | 1615.79%-1596.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $4,674 | $4,349+7.5% | $3,882+20.4% | $4,299+8.7% |
| Participant deferral / active EE | $5,890 | $6,981-15.6% | $6,405-8.0% | $6,507-9.5% |
| Admin fee / account holder | $155 | $10,528-98.5% | $9,769-98.4% | $12,624-98.8% |