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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,236 | $81,460-28.5% | $103,333-43.6% | $80,856-28.0% |
| Participation rate | 90.9% | 66.8%+24.1pp | 74.5%+16.4pp | 67.6%+23.3pp |
| Annual return | 0.00% | 25.55%-25.5pp | 24.88%-24.9pp | 35.59%-35.6pp |
| Employer contribution / active EE | $198 | $3,105-93.6% | $3,868-94.9% | $2,755-92.8% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1 | $6,566-100.0% | $8,355-100.0% | $6,918-100.0% |