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 | $22,356 | $50,815-56.0% | $155,509-85.6% | $77,643-71.2% |
| Participation rate | 87.8% | 63.1%+24.7pp | 78.2%+9.6pp | 70.6%+17.2pp |
| Annual return | 60.08% | 34.80%+25.3pp | 64.67%-4.6pp | 31.24%+28.8pp |
| Employer contribution / active EE | $5,947 | $1,993+198.4% | $4,672+27.3% | $2,726+118.2% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,626-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $437-100.0% | $15,912-100.0% | $430-100.0% |