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 | $3,358 | $109,881-96.9% | $150,045-97.8% | $84,808-96.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 54.30% | 28.25%+26.1pp | 62.55%-8.2pp | 40.90%+13.4pp |
| Employer contribution / active EE | $1,265 | $3,561-64.5% | $4,693-73.0% | $2,631-51.9% |
| Participant deferral / active EE | $3,026 | $6,636-54.4% | $7,997-62.2% | $4,212-28.1% |
| Admin fee / account holder | $49 | $8,568-99.4% | $13,435-99.6% | $7,344-99.3% |