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 | $302,861 | $169,032+79.2% | $129,207+134.4% | $145,922+107.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.12% | 14330.11%-14318.0pp | 9417.33%-9405.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $24,551 | $5,537+343.4% | $4,153+491.1% | $4,660+426.9% |
| Participant deferral / active EE | $11,566 | $4,987+131.9% | $4,168+177.5% | $6,688+72.9% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |