Filed February 16, 2024
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,747 | $121,599-18.0% | $135,903-26.6% | $103,482-3.6% |
| Participation rate | 98.0% | 76.2%+21.8pp | 81.9%+16.1pp | 73.3%+24.8pp |
| Annual return | 0.00% | 26.09%-26.1pp | 68.23%-68.2pp | 33.11%-33.1pp |
| Employer contribution / active EE | $12,848 | $4,627+177.7% | $4,856+164.6% | $3,208+300.5% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $5,207-100.0% |
| Admin fee / account holder | $0 | $76-100.0% | $10,762-100.0% | $114-100.0% |