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 | $386 | $53,136-99.3% | $155,509-99.8% | $199,593-99.8% |
| Participation rate | 94.2% | 64.1%+30.1pp | 78.2%+16.0pp | 72.0%+22.2pp |
| Annual return | -101.11% | 41.15%-142.3pp | 64.67%-165.8pp | 34.25%-135.4pp |
| Employer contribution / active EE | $462 | $1,851-75.1% | $4,672-90.1% | $3,034-84.8% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $185-100.0% | $15,912-100.0% | $269-100.0% |