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 | $65,609 | $108,549-39.6% | $156,263-58.0% | $85,563-23.3% |
| Participation rate | 99.6% | 77.1%+22.5pp | 78.9%+20.7pp | 66.0%+33.7pp |
| Annual return | 0.01% | 21.79%-21.8pp | 59.47%-59.5pp | 31.51%-31.5pp |
| Employer contribution / active EE | $890 | $2,690-66.9% | $4,333-79.5% | $2,654-66.5% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $6,158-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $650-100.0% | $14,255-100.0% | $834-100.0% |