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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,716 | $95,880+156.3% | $107,525+128.5% | $85,563+187.2% |
| Participation rate | 99.7% | 70.1%+29.6pp | 75.1%+24.6pp | 66.0%+33.7pp |
| Annual return | 493.83% | 68.06%+425.8pp | 181.32%+312.5pp | 31.51%+462.3pp |
| Employer contribution / active EE | $710 | $3,812-81.4% | $3,754-81.1% | $2,654-73.2% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $1,025-100.0% | $8,919-100.0% | $834-99.9% |