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 | $34,387 | $114,381-69.9% | $107,525-68.0% | $142,382-75.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.50% | 242.71%-223.2pp | 181.32%-161.8pp | 217.08%-197.6pp |
| Employer contribution / active EE | $3,020 | $4,015-24.8% | $3,754-19.6% | $4,299-29.8% |
| Participant deferral / active EE | $719 | $5,564-87.1% | $5,116-86.0% | $6,507-89.0% |
| Admin fee / account holder | $263 | $9,860-97.3% | $8,919-97.0% | $12,624-97.9% |