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 | $70,114 | $82,917-15.4% | $103,333-32.1% | $77,643-9.7% |
| Participation rate | 97.8% | 71.6%+26.3pp | 74.5%+23.3pp | 70.6%+27.2pp |
| Annual return | -58.05% | 19.13%-77.2pp | 24.88%-82.9pp | 31.24%-89.3pp |
| Employer contribution / active EE | $8,480 | $3,552+138.8% | $3,868+119.2% | $2,726+211.1% |
| 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% |