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 | $145,403 | $189,613-23.3% | $167,512-13.2% | $142,382+2.1% |
| Participation rate | 71.4% | 80.1%-8.7pp | 77.1%-5.6pp | 80.1%-8.7pp |
| Annual return | 17.24% | 2024.68%-2007.4pp | 1615.79%-1598.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $7,662 | $4,349+76.2% | $3,882+97.4% | $4,299+78.2% |
| Participant deferral / active EE | $11,145 | $6,981+59.6% | $6,405+74.0% | $6,507+71.3% |
| Admin fee / account holder | $20 | $10,528-99.8% | $9,769-99.8% | $12,624-99.8% |