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.
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,911 | $58,926-88.3% | $97,226-92.9% | $74,495-90.7% |
| Participation rate | 99.1% | 63.5%+35.6pp | 72.7%+26.4pp | 67.2%+31.9pp |
| Annual return | -140.88% | 16.04%-156.9pp | 75.13%-216.0pp | 1364.94%-1505.8pp |
| Employer contribution / active EE | $14,548 | $1,894+668.0% | $2,729+433.1% | $2,623+454.6% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $4,264-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,974-100.0% | $5,654-100.0% | $1,942-100.0% |