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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,995 | $165,335-87.9% | $149,696-86.6% | $158,922-87.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.79% | 348.15%-329.4pp | 276.60%-257.8pp | 302.83%-284.0pp |
| Employer contribution / active EE | $2,055 | $5,103-59.7% | $4,644-55.8% | $4,761-56.8% |
| Participant deferral / active EE | $6,090 | $7,181-15.2% | $6,842-11.0% | $5,982+1.8% |
| Admin fee / account holder | $261 | $10,807-97.6% | $9,309-97.2% | $11,246-97.7% |