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 | $168,244 | $189,613-11.3% | $167,512+0.4% | $142,382+18.2% |
| Participation rate | 95.0% | 80.1%+14.9pp | 77.1%+17.9pp | 80.1%+14.9pp |
| Annual return | 15.79% | 2024.68%-2008.9pp | 1615.79%-1600.0pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,288 | $4,349-70.4% | $3,882-66.8% | $4,299-70.0% |
| Participant deferral / active EE | $7,213 | $6,981+3.3% | $6,405+12.6% | $6,507+10.8% |
| Admin fee / account holder | $134 | $10,528-98.7% | $9,769-98.6% | $12,624-98.9% |