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 | $15,509 | $177,572-91.3% | $154,803-90.0% | $142,382-89.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 26.94% | 65.07%-38.1pp | 58.88%-31.9pp | 217.08%-190.1pp |
| Employer contribution / active EE | $1,674 | $4,810-65.2% | $4,305-61.1% | $4,299-61.1% |
| Participant deferral / active EE | $4,574 | $6,272-27.1% | $5,540-17.4% | $6,507-29.7% |
| Admin fee / account holder | $140 | $16,786-99.2% | $14,329-99.0% | $12,624-98.9% |