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 | $46,847 | $214,378-78.1% | $200,582-76.6% | $142,382-67.1% |
| Participation rate | 77.8% | 87.4%-9.7pp | 86.9%-9.1pp | 80.1%-2.3pp |
| Annual return | 14.17% | 46.41%-32.2pp | 42.33%-28.2pp | 217.08%-202.9pp |
| Employer contribution / active EE | $10,203 | $6,841+49.1% | $6,419+59.0% | $4,299+137.3% |
| Participant deferral / active EE | $0 | $9,865-100.0% | $9,331-100.0% | $6,507-100.0% |
| Admin fee / account holder | $117 | $17,692-99.3% | $16,305-99.3% | $12,624-99.1% |