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 | $11,292 | $159,602-92.9% | $150,045-92.5% | $142,382-92.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 66.91% | 70.24%-3.3pp | 62.55%+4.4pp | 217.08%-150.2pp |
| Employer contribution / active EE | $3,059 | $4,961-38.3% | $4,693-34.8% | $4,299-28.9% |
| Participant deferral / active EE | $6,393 | $8,310-23.1% | $7,997-20.1% | $6,507-1.7% |
| Admin fee / account holder | $56 | $14,846-99.6% | $13,435-99.6% | $12,624-99.6% |