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 | $14,599 | $122,239-88.1% | $184,203-92.1% | $74,495-80.4% |
| Participation rate | 93.3% | 85.5%+7.8pp | 86.8%+6.4pp | 67.2%+26.1pp |
| Annual return | -34.84% | 19.95%-54.8pp | 28.81%-63.7pp | 1364.94%-1399.8pp |
| Employer contribution / active EE | $10,940 | $4,537+141.1% | $6,427+70.2% | $2,623+317.1% |
| Participant deferral / active EE | $0 | $7,139-100.0% | $9,131-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,260-100.0% | $13,901-100.0% | $1,942-100.0% |