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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $457,261 | $177,572+157.5% | $154,803+195.4% | $142,382+221.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 28.72% | 65.07%-36.4pp | 58.88%-30.2pp | 217.08%-188.4pp |
| Employer contribution / active EE | $7,023 | $4,810+46.0% | $4,305+63.1% | $4,299+63.4% |
| Participant deferral / active EE | $16,076 | $6,272+156.3% | $5,540+190.2% | $6,507+147.0% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |