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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,377 | $238,490-94.0% | $180,183-92.0% | $142,382-89.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 23.16% | 33.56%-10.4pp | 27.86%-4.7pp | 217.08%-193.9pp |
| Employer contribution / active EE | $1,806 | $6,143-70.6% | $5,039-64.2% | $4,299-58.0% |
| Participant deferral / active EE | $4,835 | $7,996-39.5% | $6,822-29.1% | $6,507-25.7% |
| Admin fee / account holder | $178 | $28,866-99.4% | $19,975-99.1% | $12,624-98.6% |