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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,177 | $102,317-34.3% | $146,958-54.3% | $80,856-16.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.46% | 134.76%-124.3pp | 418.34%-407.9pp | 35.59%-25.1pp |
| Employer contribution / active EE | $3,809 | $3,713+2.6% | $4,933-22.8% | $2,755+38.3% |
| Participant deferral / active EE | $3,448 | $6,644-48.1% | $8,070-57.3% | $4,296-19.7% |
| Admin fee / account holder | $3 | $7,941-100.0% | $12,998-100.0% | $6,918-100.0% |