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 | $7,133 | $95,880-92.6% | $107,525-93.4% | $85,563-91.7% |
| Participation rate | 96.5% | 70.1%+26.4pp | 75.1%+21.5pp | 66.0%+30.6pp |
| Annual return | 0.00% | 68.06%-68.1pp | 181.32%-181.3pp | 31.51%-31.5pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $3,754-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $1,025-100.0% | $8,919-100.0% | $834-100.0% |