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.
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 | $65,059 | $100,773-35.4% | $88,946-26.9% | $142,382-54.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 0.00% | 70.18%-70.2pp | 57.82%-57.8pp | 217.08%-217.1pp |
| Employer contribution / active EE | $2,008 | $2,918-31.2% | $2,555-21.4% | $4,299-53.3% |
| Participant deferral / active EE | $16,325 | $5,230+212.1% | $4,581+256.3% | $6,507+150.9% |
| Admin fee / account holder | $268 | $9,693-97.2% | $8,261-96.8% | $12,624-97.9% |