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.
Annual investment return 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 | $22,917 | $158,398-85.5% | $126,539-81.9% | $142,382-83.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 9.82% | 593.76%-583.9pp | 425.95%-416.1pp | 217.08%-207.3pp |
| Employer contribution / active EE | $10,890 | $4,650+134.2% | $3,674+196.4% | $4,299+153.3% |
| Participant deferral / active EE | $0 | $4,767-100.0% | $4,083-100.0% | $6,507-100.0% |
| Admin fee / account holder | $41 | $6,918-99.4% | $6,065-99.3% | $12,624-99.7% |