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 | $109,163 | $80,724+35.2% | $103,333+5.6% | $74,495+46.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 7.79% | 27.56%-19.8pp | 24.88%-17.1pp | 1364.94%-1357.2pp |
| Employer contribution / active EE | $6,309 | $3,157+99.8% | $3,868+63.1% | $2,623+140.5% |
| Participant deferral / active EE | $1,822 | $3,860-52.8% | $5,057-64.0% | $4,346-58.1% |
| Admin fee / account holder | $3 | $2,368-99.9% | $8,355-100.0% | $1,942-99.8% |