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 | $23,632 | $106,028-77.7% | $146,958-83.9% | $77,643-69.6% |
| Participation rate | 97.4% | 78.4%+19.0pp | 82.2%+15.3pp | 70.6%+26.8pp |
| Annual return | 570.46% | 56.73%+513.7pp | 418.34%+152.1pp | 31.24%+539.2pp |
| Employer contribution / active EE | $3,840 | $4,063-5.5% | $4,933-22.2% | $2,726+40.9% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $12,998-100.0% | $430-100.0% |