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 | $6,712 | $62,624-89.3% | $177,989-96.2% | $77,643-91.4% |
| Participation rate | 73.2% | 66.8%+6.4pp | 77.1%-3.9pp | 70.6%+2.7pp |
| Annual return | 0.00% | 16.16%-16.2pp | 294.48%-294.5pp | 31.24%-31.2pp |
| Employer contribution / active EE | $2,939 | $1,909+53.9% | $3,949-25.6% | $2,726+7.8% |
| Participant deferral / active EE | $0 | $4,219-100.0% | $6,276-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $386-100.0% | $10,363-100.0% | $430-100.0% |