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 | $19,172 | $117,983-83.7% | $101,794-81.2% | $142,382-86.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 26.07% | 36.92%-10.8pp | 30.53%-4.5pp | 217.08%-191.0pp |
| Employer contribution / active EE | $3,326 | $2,773+20.0% | $2,289+45.3% | $4,299-22.6% |
| Participant deferral / active EE | $4,195 | $4,714-11.0% | $4,084+2.7% | $6,507-35.5% |
| Admin fee / account holder | $36 | $10,433-99.7% | $8,777-99.6% | $12,624-99.7% |