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 3-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 | $57,699 | $189,613-69.6% | $167,512-65.6% | $142,382-59.5% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 23.89% | 2024.68%-2000.8pp | 1615.79%-1591.9pp | 217.08%-193.2pp |
| Employer contribution / active EE | $9,052 | $4,349+108.1% | $3,882+133.2% | $4,299+110.5% |
| Participant deferral / active EE | $15,829 | $6,981+126.7% | $6,405+147.2% | $6,507+143.3% |
| Admin fee / account holder | $205 | $10,528-98.1% | $9,769-97.9% | $12,624-98.4% |