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.
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 | $5,152 | $117,841-95.6% | $102,423-95.0% | $145,922-96.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.55% | 31.65%-24.1pp | 29.32%-21.8pp | 561.29%-553.7pp |
| Employer contribution / active EE | $2,401 | $3,615-33.6% | $3,023-20.6% | $4,660-48.5% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $5,053-100.0% | $6,688-100.0% |
| Admin fee / account holder | $28 | $13,326-99.8% | $9,451-99.7% | $13,397-99.8% |