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 | $70,486 | $131,799-46.5% | $200,582-64.9% | $85,563-17.6% |
| Participation rate | 99.6% | 87.9%+11.7pp | 86.9%+12.8pp | 66.0%+33.7pp |
| Annual return | -0.20% | 21.59%-21.8pp | 42.33%-42.5pp | 31.51%-31.7pp |
| Employer contribution / active EE | $5,497 | $4,532+21.3% | $6,419-14.4% | $2,654+107.1% |
| Participant deferral / active EE | $0 | $7,702-100.0% | $9,331-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $235-100.0% | $16,305-100.0% | $834-100.0% |