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 | $11,543 | $54,193-78.7% | $93,606-87.7% | $77,643-85.1% |
| Participation rate | 99.8% | 63.9%+35.8pp | 68.7%+31.1pp | 70.6%+29.2pp |
| Annual return | 0.00% | 30.54%-30.5pp | 133.20%-133.2pp | 31.24%-31.2pp |
| Employer contribution / active EE | $540 | $1,168-53.8% | $2,420-77.7% | $2,726-80.2% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,411-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $576-100.0% | $8,285-100.0% | $430-100.0% |