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 | $89,737 | $95,266-5.8% | $82,389+8.9% | $142,382-37.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 1.43% | 25.74%-24.3pp | 28.67%-27.2pp | 217.08%-215.6pp |
| Employer contribution / active EE | $4,154 | $2,991+38.9% | $2,517+65.0% | $4,299-3.4% |
| Participant deferral / active EE | $13,667 | $4,809+184.2% | $4,155+229.0% | $6,507+110.0% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |