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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,544 | $80,717-88.2% | $154,803-93.8% | $84,808-88.7% |
| Participation rate | 86.9% | 66.8%+20.1pp | 78.1%+8.8pp | 68.3%+18.6pp |
| Annual return | 10.20% | 37.96%-27.8pp | 58.88%-48.7pp | 40.90%-30.7pp |
| Employer contribution / active EE | $3,747 | $2,761+35.7% | $4,305-13.0% | $2,631+42.4% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $5,540-100.0% | $4,212-100.0% |
| Admin fee / account holder | $14 | $6,746-99.8% | $14,329-99.9% | $7,344-99.8% |