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 | $15,208 | $111,754-86.4% | $103,333-85.3% | $145,922-89.6% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 8.12% | 24.77%-16.7pp | 24.88%-16.8pp | 561.29%-553.2pp |
| Employer contribution / active EE | $3,895 | $4,212-7.5% | $3,868+0.7% | $4,660-16.4% |
| Participant deferral / active EE | $5,665 | $5,619+0.8% | $5,057+12.0% | $6,688-15.3% |
| Admin fee / account holder | $215 | $9,750-97.8% | $8,355-97.4% | $13,397-98.4% |