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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,993 | $81,460-38.6% | $103,333-51.6% | $80,856-38.2% |
| Participation rate | 97.4% | 66.8%+30.5pp | 74.5%+22.9pp | 67.6%+29.7pp |
| Annual return | 220.35% | 25.55%+194.8pp | 24.88%+195.5pp | 35.59%+184.8pp |
| Employer contribution / active EE | $20,339 | $3,105+555.0% | $3,868+425.8% | $2,755+638.3% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $6,566-100.0% | $8,355-100.0% | $6,918-100.0% |