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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $177,572-100.0% | $154,803-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 82.1%-82.1pp | 78.1%-78.1pp | 80.1%-80.1pp |
| Annual return | 61.76% | 65.07%-3.3pp | 58.88%+2.9pp | 217.08%-155.3pp |
| Employer contribution / active EE | $46,463 | $4,810+865.9% | $4,305+979.2% | $4,299+980.7% |
| Participant deferral / active EE | $1,750 | $6,272-72.1% | $5,540-68.4% | $6,507-73.1% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |