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 | $4,988 | $183,519-97.3% | $155,509-96.8% | $145,922-96.6% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 0.00% | 61.17%-61.2pp | 64.67%-64.7pp | 561.29%-561.3pp |
| Employer contribution / active EE | $1,220 | $5,313-77.0% | $4,672-73.9% | $4,660-73.8% |
| Participant deferral / active EE | $3,159 | $6,462-51.1% | $5,626-43.9% | $6,688-52.8% |
| Admin fee / account holder | $114 | $19,313-99.4% | $15,912-99.3% | $13,397-99.1% |