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 | $81,362 | $82,917-1.9% | $103,333-21.3% | $77,643+4.8% |
| Participation rate | 96.8% | 71.6%+25.3pp | 74.5%+22.3pp | 70.6%+26.3pp |
| Annual return | 73.01% | 19.13%+53.9pp | 24.88%+48.1pp | 31.24%+41.8pp |
| Employer contribution / active EE | $1,176 | $3,552-66.9% | $3,868-69.6% | $2,726-56.9% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $638-100.0% | $8,355-100.0% | $430-100.0% |