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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,225 | $86,944-66.4% | $107,525-72.8% | $74,304-60.7% |
| Participation rate | 99.5% | 59.6%+40.0pp | 75.1%+24.4pp | 60.3%+39.2pp |
| Annual return | 178.97% | 23.52%+155.5pp | 181.32%-2.3pp | 29.43%+149.5pp |
| Employer contribution / active EE | $10,934 | $2,757+296.6% | $3,754+191.3% | $2,241+387.8% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,727-100.0% | $8,919-100.0% | $2,969-100.0% |