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.
Participant 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 | $26,882 | $81,248-66.9% | $155,509-82.7% | $80,856-66.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 572.01% | 33.31%+538.7pp | 64.67%+507.3pp | 35.59%+536.4pp |
| Employer contribution / active EE | $649 | $3,100-79.1% | $4,672-86.1% | $2,755-76.4% |
| Participant deferral / active EE | $735 | $3,452-78.7% | $5,626-86.9% | $4,296-82.9% |
| Admin fee / account holder | $77 | $7,997-99.0% | $15,912-99.5% | $6,918-98.9% |