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 | $170,724 | $189,613-10.0% | $167,512+1.9% | $142,382+19.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.25% | 2024.68%-2008.4pp | 1615.79%-1599.5pp | 217.08%-200.8pp |
| Employer contribution / active EE | $4,320 | $4,349-0.7% | $3,882+11.3% | $4,299+0.5% |
| Participant deferral / active EE | $17,888 | $6,981+156.2% | $6,405+179.3% | $6,507+174.9% |
| Admin fee / account holder | $160 | $10,528-98.5% | $9,769-98.4% | $12,624-98.7% |