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.
Employer contribution per participant 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 | $5,933 | $87,870-93.2% | $113,168-94.8% | $74,304-92.0% |
| Participation rate | 98.9% | 70.7%+28.1pp | 76.6%+22.3pp | 60.3%+38.5pp |
| Annual return | 98.07% | 26.44%+71.6pp | 24.27%+73.8pp | 29.43%+68.6pp |
| Employer contribution / active EE | $12 | $2,277-99.5% | $2,975-99.6% | $2,241-99.5% |
| Participant deferral / active EE | $0 | $4,241-100.0% | $5,107-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,368-100.0% | $12,068-100.0% | $2,969-100.0% |