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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,133 | $122,186-65.5% | $146,958-71.3% | $199,593-78.9% |
| Participation rate | 99.6% | 78.3%+21.4pp | 82.2%+17.5pp | 72.0%+27.7pp |
| Annual return | -60.49% | 30.56%-91.1pp | 418.34%-478.8pp | 34.25%-94.7pp |
| Employer contribution / active EE | $12,907 | $4,093+215.3% | $4,933+161.6% | $3,034+325.4% |
| Participant deferral / active EE | $0 | $8,502-100.0% | $8,070-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $179-99.9% | $12,998-100.0% | $269-99.9% |