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 | $1,347 | $64,839-97.9% | $95,585-98.6% | $84,808-98.4% |
| Participation rate | 86.2% | 63.8%+22.4pp | 72.1%+14.1pp | 68.3%+17.9pp |
| Annual return | 19.36% | -670.96%+690.3pp | 38.56%-19.2pp | 40.90%-21.5pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $171 | $2,965-94.2% | $4,023-95.7% | $4,212-95.9% |
| Admin fee / account holder | $118 | $5,964-98.0% | $6,127-98.1% | $7,344-98.4% |