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 | $9,850 | $163,101-94.0% | $136,749-92.8% | $142,382-93.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 0.00% | 27.54%-27.5pp | 24.33%-24.3pp | 217.08%-217.1pp |
| Employer contribution / active EE | $9,108 | $4,117+121.3% | $3,400+167.9% | $4,299+111.9% |
| Participant deferral / active EE | $0 | $5,585-100.0% | $4,692-100.0% | $6,507-100.0% |
| Admin fee / account holder | $54 | $14,318-99.6% | $11,386-99.5% | $12,624-99.6% |