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 | $17,239 | $177,572-90.3% | $154,803-88.9% | $142,382-87.9% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 23.25% | 65.07%-41.8pp | 58.88%-35.6pp | 217.08%-193.8pp |
| Employer contribution / active EE | $2,928 | $4,810-39.1% | $4,305-32.0% | $4,299-31.9% |
| Participant deferral / active EE | $6,127 | $6,272-2.3% | $5,540+10.6% | $6,507-5.8% |
| Admin fee / account holder | $208 | $16,786-98.8% | $14,329-98.5% | $12,624-98.3% |