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 | $10,575 | $55,415-80.9% | $155,509-93.2% | $74,495-85.8% |
| Participation rate | 95.2% | 61.9%+33.3pp | 78.2%+17.0pp | 67.2%+28.0pp |
| Annual return | 133.29% | 268.50%-135.2pp | 64.67%+68.6pp | 1364.94%-1231.7pp |
| Employer contribution / active EE | $1,790 | $2,267-21.0% | $4,672-61.7% | $2,623-31.8% |
| Participant deferral / active EE | $3,428 | $2,836+20.9% | $5,626-39.1% | $4,346-21.1% |
| Admin fee / account holder | $11 | $1,738-99.4% | $15,912-99.9% | $1,942-99.4% |