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 | $131,730 | $82,917+58.9% | $103,333+27.5% | $77,643+69.7% |
| Participation rate | 98.2% | 71.6%+26.7pp | 74.5%+23.7pp | 70.6%+27.7pp |
| Annual return | 225.40% | 19.13%+206.3pp | 24.88%+200.5pp | 31.24%+194.2pp |
| Employer contribution / active EE | $41,776 | $3,552+1076.3% | $3,868+980.1% | $2,726+1432.6% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $638-100.0% | $8,355-100.0% | $430-100.0% |