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 | $10,334 | $74,888-86.2% | $71,209-85.5% | $142,382-92.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 28.14% | 345.14%-317.0pp | 282.51%-254.4pp | 217.08%-188.9pp |
| Employer contribution / active EE | $1,481 | $2,854-48.1% | $2,721-45.6% | $4,299-65.5% |
| Participant deferral / active EE | $4,736 | $4,454+6.3% | $4,175+13.4% | $6,507-27.2% |
| Admin fee / account holder | $234 | $5,568-95.8% | $5,349-95.6% | $12,624-98.1% |