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.
Employer 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 | $5,362 | $179,726-97.0% | $156,263-96.6% | $142,382-96.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 27.96% | 77.86%-49.9pp | 59.47%-31.5pp | 217.08%-189.1pp |
| Employer contribution / active EE | $941 | $5,069-81.4% | $4,333-78.3% | $4,299-78.1% |
| Participant deferral / active EE | $2,100 | $6,956-69.8% | $6,158-65.9% | $6,507-67.7% |
| Admin fee / account holder | $73 | $17,272-99.6% | $14,255-99.5% | $12,624-99.4% |