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 | $24,739 | $201,272-87.7% | $184,203-86.6% | $145,922-83.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 60.93% | 29.00%+31.9pp | 28.81%+32.1pp | 561.29%-500.4pp |
| Employer contribution / active EE | $2,500 | $7,022-64.4% | $6,427-61.1% | $4,660-46.3% |
| Participant deferral / active EE | $7,692 | $9,806-21.6% | $9,131-15.8% | $6,688+15.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |