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 | $15,923 | $99,918-84.1% | $81,382-80.4% | $145,922-89.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 8.39% | 34.32%-25.9pp | 24.73%-16.3pp | 561.29%-552.9pp |
| Employer contribution / active EE | $5,194 | $2,978+74.4% | $2,463+110.9% | $4,660+11.5% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $3,883-100.0% | $6,688-100.0% |
| Admin fee / account holder | $85 | $8,212-99.0% | $5,768-98.5% | $13,397-99.4% |