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 | $96,227 | $114,381-15.9% | $107,525-10.5% | $142,382-32.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | -3.37% | 242.71%-246.1pp | 181.32%-184.7pp | 217.08%-220.4pp |
| Employer contribution / active EE | $3,352 | $4,015-16.5% | $3,754-10.7% | $4,299-22.0% |
| Participant deferral / active EE | $6,451 | $5,564+15.9% | $5,116+26.1% | $6,507-0.9% |
| Admin fee / account holder | $42 | $9,860-99.6% | $8,919-99.5% | $12,624-99.7% |