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 | $166,029 | $315,650-47.4% | $308,621-46.2% | $338,187-50.9% |
| Participation rate | 100.0% | 62.7%+37.3pp | 57.2%+42.8pp | 44.0%+56.0pp |
| Annual return | 23.50% | 8.12%+15.4pp | 8.06%+15.4pp | 13.05%+10.5pp |
| Employer contribution / active EE | $7,417 | $44,127-83.2% | $42,627-82.6% | $37,639-80.3% |
| Participant deferral / active EE | $24,667 | $40+61495.9% | $71+34729.6% | $49+50506.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $8,774-100.0% | $30,864-100.0% |