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 | $11,231 | $78,485-85.7% | $106,213-89.4% | $74,495-84.9% |
| Participation rate | 81.8% | 72.8%+8.9pp | 75.3%+6.5pp | 67.2%+14.6pp |
| Annual return | 0.00% | 15.95%-15.9pp | 116.14%-116.1pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $12,579 | $2,523+398.6% | $3,171+296.6% | $2,623+379.6% |
| Participant deferral / active EE | $0 | $4,322-100.0% | $5,016-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,232-100.0% | $11,033-100.0% | $1,942-100.0% |