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 | $41,260 | $159,901-74.2% | $146,958-71.9% | $145,922-71.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.71% | 98.13%-93.4pp | 418.34%-413.6pp | 561.29%-556.6pp |
| Employer contribution / active EE | $14,828 | $5,286+180.5% | $4,933+200.6% | $4,660+218.2% |
| Participant deferral / active EE | $0 | $8,428-100.0% | $8,070-100.0% | $6,688-100.0% |
| Admin fee / account holder | $220 | $15,044-98.5% | $12,998-98.3% | $13,397-98.4% |