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.
Employer contribution per participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,446 | $79,013-74.1% | $100,391-79.6% | $74,495-72.6% |
| Participation rate | 82.4% | 79.5%+2.9pp | 81.5%+0.9pp | 67.2%+15.2pp |
| Annual return | 0.00% | 20.41%-20.4pp | 49.20%-49.2pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $8,174 | $7,760+5.3% | $8,082+1.1% | $4,346+88.1% |
| Admin fee / account holder | $21 | $1,320-98.4% | $7,899-99.7% | $1,942-98.9% |