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.
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,215 | $80,724-70.0% | $103,333-76.6% | $74,495-67.5% |
| Participation rate | 98.1% | 65.7%+32.5pp | 74.5%+23.6pp | 67.2%+30.9pp |
| Annual return | 8.47% | 27.56%-19.1pp | 24.88%-16.4pp | 1364.94%-1356.5pp |
| Employer contribution / active EE | $7,475 | $3,157+136.8% | $3,868+93.3% | $2,623+185.0% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,368-100.0% | $8,355-100.0% | $1,942-100.0% |