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 | $79,627 | $101,317-21.4% | $146,958-45.8% | $74,495+6.9% |
| Participation rate | 99.1% | 75.5%+23.6pp | 82.2%+16.9pp | 67.2%+31.9pp |
| Annual return | 40.19% | 8730.91%-8690.7pp | 418.34%-378.1pp | 1364.94%-1324.8pp |
| Employer contribution / active EE | $6,029 | $3,810+58.2% | $4,933+22.2% | $2,623+129.8% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,739-100.0% | $12,998-100.0% | $1,942-100.0% |