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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,523 | $54,193+72.6% | $93,606-0.1% | $77,643+20.5% |
| Participation rate | 51.0% | 63.9%-12.9pp | 68.7%-17.7pp | 70.6%-19.5pp |
| Annual return | 14.80% | 30.54%-15.7pp | 133.20%-118.4pp | 31.24%-16.4pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $5,137 | $3,144+63.4% | $4,411+16.5% | $4,647+10.5% |
| Admin fee / account holder | $14 | $576-97.6% | $8,285-99.8% | $430-96.7% |