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 | $46,420 | $122,186-62.0% | $146,958-68.4% | $199,593-76.7% |
| Participation rate | 85.1% | 78.3%+6.8pp | 82.2%+2.9pp | 72.0%+13.1pp |
| Annual return | 10.34% | 30.56%-20.2pp | 418.34%-408.0pp | 34.25%-23.9pp |
| Employer contribution / active EE | $5,560 | $4,093+35.8% | $4,933+12.7% | $3,034+83.2% |
| Participant deferral / active EE | $0 | $8,502-100.0% | $8,070-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $179-100.0% | $12,998-100.0% | $269-100.0% |