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 | $17,256 | $214,378-92.0% | $200,582-91.4% | $142,382-87.9% |
| Participation rate | 76.9% | 87.4%-10.5pp | 86.9%-10.0pp | 80.1%-3.2pp |
| Annual return | 0.00% | 46.41%-46.4pp | 42.33%-42.3pp | 217.08%-217.1pp |
| Employer contribution / active EE | $3,624 | $6,841-47.0% | $6,419-43.5% | $4,299-15.7% |
| Participant deferral / active EE | $8,233 | $9,865-16.5% | $9,331-11.8% | $6,507+26.5% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |