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 | $648 | $70,756-99.1% | $65,493-99.0% | $142,382-99.5% |
| Participation rate | 86.7% | 77.4%+9.3pp | 73.1%+13.6pp | 80.1%+6.5pp |
| Annual return | 0.00% | 1754.89%-1754.9pp | 982.45%-982.4pp | 217.08%-217.1pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $671 | $4,637-85.5% | $3,961-83.1% | $6,507-89.7% |
| Admin fee / account holder | $9 | $6,559-99.9% | $5,028-99.8% | $12,624-99.9% |