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 | $11,455 | $102,197-88.8% | $142,449-92.0% | $74,419-84.6% |
| Participation rate | 99.6% | 79.8%+19.8pp | 76.8%+22.9pp | 70.7%+28.9pp |
| Annual return | -128.13% | 19.73%-147.9pp | 19.99%-148.1pp | 34.38%-162.5pp |
| Employer contribution / active EE | $24,328 | $5,052+381.6% | $4,847+401.9% | $2,637+822.4% |
| Participant deferral / active EE | $0 | $6,304-100.0% | $6,283-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $186-100.0% | $10,011-100.0% | $348-100.0% |