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 | $238,810 | $106,584+124.1% | $101,326+135.7% | $142,382+67.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.14% | 36.93%-23.8pp | 36.82%-23.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $16,833 | $3,956+325.5% | $3,665+359.3% | $4,299+291.6% |
| Participant deferral / active EE | $28,500 | $8,297+243.5% | $7,994+256.5% | $6,507+338.0% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |