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 | $69,369 | $95,880-27.7% | $107,525-35.5% | $85,563-18.9% |
| Participation rate | 98.3% | 70.1%+28.1pp | 75.1%+23.2pp | 66.0%+32.3pp |
| Annual return | 0.00% | 68.06%-68.1pp | 181.32%-181.3pp | 31.51%-31.5pp |
| Employer contribution / active EE | $5,759 | $3,812+51.1% | $3,754+53.4% | $2,654+117.0% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $1,025-100.0% | $8,919-100.0% | $834-100.0% |