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 4-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 | $47,602 | $189,613-74.9% | $167,512-71.6% | $142,382-66.6% |
| Participation rate | 95.7% | 80.1%+15.5pp | 77.1%+18.6pp | 80.1%+15.5pp |
| Annual return | 120.78% | 2024.68%-1903.9pp | 1615.79%-1495.0pp | 217.08%-96.3pp |
| Employer contribution / active EE | $5,397 | $4,349+24.1% | $3,882+39.0% | $4,299+25.5% |
| Participant deferral / active EE | $11,119 | $6,981+59.3% | $6,405+73.6% | $6,507+70.9% |
| Admin fee / account holder | $258 | $10,528-97.5% | $9,769-97.4% | $12,624-98.0% |