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.
Participant contribution per participant 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 | $1,457 | $95,266-98.5% | $82,389-98.2% | $142,382-99.0% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.5%+16.2pp | 80.1%+5.6pp |
| Annual return | 33.54% | 25.74%+7.8pp | 28.67%+4.9pp | 217.08%-183.5pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,047 | $4,809-78.2% | $4,155-74.8% | $6,507-83.9% |
| Admin fee / account holder | $7 | $8,563-99.9% | $7,231-99.9% | $12,624-99.9% |