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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $6,722 | $89,753-92.5% | $107,525-93.7% | $84,808-92.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 1.61% | 29.48%-27.9pp | 181.32%-179.7pp | 40.90%-39.3pp |
| Employer contribution / active EE | $4,237 | $3,113+36.1% | $3,754+12.9% | $2,631+61.0% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $8 | $7,222-99.9% | $8,919-99.9% | $7,344-99.9% |