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 | $115,552 | $241,101-52.1% | $103,333+11.8% | $199,593-42.1% |
| Participation rate | 98.0% | 78.3%+19.7pp | 74.5%+23.5pp | 72.0%+26.0pp |
| Annual return | 659.19% | 17.80%+641.4pp | 24.88%+634.3pp | 34.25%+624.9pp |
| Employer contribution / active EE | $16,394 | $4,244+286.3% | $3,868+323.9% | $3,034+440.3% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $288-99.9% | $8,355-100.0% | $269-99.9% |