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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,892 | $44,897-64.6% | $84,966-81.3% | $199,593-92.0% |
| Participation rate | 87.1% | 45.7%+41.4pp | 67.5%+19.6pp | 72.0%+15.1pp |
| Annual return | 0.00% | 20.96%-21.0pp | 66.38%-66.4pp | 34.25%-34.3pp |
| Employer contribution / active EE | $7,765 | $1,365+468.7% | $2,727+184.7% | $3,034+155.9% |
| Participant deferral / active EE | $0 | $2,668-100.0% | $4,519-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $584-100.0% | $6,149-100.0% | $269-100.0% |