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 | $50,129 | $81,460-38.5% | $103,333-51.5% | $80,856-38.0% |
| Participation rate | 95.8% | 66.8%+29.0pp | 74.5%+21.3pp | 67.6%+28.2pp |
| Annual return | 108.46% | 25.55%+82.9pp | 24.88%+83.6pp | 35.59%+72.9pp |
| Employer contribution / active EE | $20,338 | $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% |