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 | $307 | $57,610-99.5% | $154,803-99.8% | $102,872-99.7% |
| Participation rate | 100.0% | 59.5%+40.5pp | 78.1%+21.9pp | 73.0%+27.0pp |
| Annual return | 0.00% | 30.49%-30.5pp | 58.88%-58.9pp | 19.06%-19.1pp |
| Employer contribution / active EE | $301 | $1,883-84.0% | $4,305-93.0% | $3,526-91.5% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $5,540-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $368-100.0% | $14,329-100.0% | $292-100.0% |