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 | $12,799 | $102,317-87.5% | $146,958-91.3% | $80,856-84.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 59.31% | 134.76%-75.4pp | 418.34%-359.0pp | 35.59%+23.7pp |
| Employer contribution / active EE | $1,448 | $3,713-61.0% | $4,933-70.7% | $2,755-47.4% |
| Participant deferral / active EE | $3,803 | $6,644-42.8% | $8,070-52.9% | $4,296-11.5% |
| Admin fee / account holder | $148 | $7,941-98.1% | $12,998-98.9% | $6,918-97.9% |