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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,951 | $210,648-86.7% | $177,989-84.3% | $145,922-80.8% |
| Participation rate | 85.7% | 80.8%+5.0pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | -1.26% | 385.86%-387.1pp | 294.48%-295.7pp | 561.29%-562.5pp |
| Employer contribution / active EE | $12,564 | $4,565+175.3% | $3,949+218.2% | $4,660+169.6% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,688-100.0% |
| Admin fee / account holder | $23 | $12,013-99.8% | $10,363-99.8% | $13,397-99.8% |