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 | $37,429 | $84,556-55.7% | $116,228-67.8% | $74,304-49.6% |
| Participation rate | 97.7% | 66.0%+31.6pp | 74.6%+23.1pp | 60.3%+37.3pp |
| Annual return | 0.00% | 18.35%-18.4pp | 90.06%-90.1pp | 29.43%-29.4pp |
| Employer contribution / active EE | $27,731 | $2,168+1179.4% | $2,994+826.1% | $2,241+1137.3% |
| Participant deferral / active EE | $0 | $3,814-100.0% | $4,953-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,792-100.0% | $11,989-100.0% | $2,969-100.0% |