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 | $13,373 | $114,381-88.3% | $107,525-87.6% | $142,382-90.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 83.99% | 242.71%-158.7pp | 181.32%-97.3pp | 217.08%-133.1pp |
| Employer contribution / active EE | $3,724 | $4,015-7.2% | $3,754-0.8% | $4,299-13.4% |
| Participant deferral / active EE | $7,498 | $5,564+34.7% | $5,116+46.6% | $6,507+15.2% |
| Admin fee / account holder | $109 | $9,860-98.9% | $8,919-98.8% | $12,624-99.1% |