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.
Employer 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 | $26,103 | $84,695-69.2% | $73,843-64.7% | $125,391-79.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 25.68% | 3123.53%-3097.8pp | 2267.84%-2242.2pp | 282.22%-256.5pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,338 | $3,992-16.4% | $3,583-6.8% | $5,352-37.6% |
| Admin fee / account holder | $2 | $5,691-100.0% | $4,880-99.9% | $9,540-100.0% |