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 | $34,092 | $74,888-54.5% | $71,209-52.1% | $142,382-76.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 6.97% | 345.14%-338.2pp | 282.51%-275.5pp | 217.08%-210.1pp |
| Employer contribution / active EE | $10,800 | $2,854+278.4% | $2,721+296.9% | $4,299+151.2% |
| Participant deferral / active EE | $0 | $4,454-100.0% | $4,175-100.0% | $6,507-100.0% |
| Admin fee / account holder | $145 | $5,568-97.4% | $5,349-97.3% | $12,624-98.9% |