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 | $124,208 | $214,378-42.1% | $200,582-38.1% | $142,382-12.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 1.24% | 46.41%-45.2pp | 42.33%-41.1pp | 217.08%-215.8pp |
| Employer contribution / active EE | $1,427 | $6,841-79.1% | $6,419-77.8% | $4,299-66.8% |
| Participant deferral / active EE | $33,619 | $9,865+240.8% | $9,331+260.3% | $6,507+416.6% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |