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 exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $418,149 | $183,519+127.8% | $155,509+168.9% | $145,922+186.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.56% | 61.17%-41.6pp | 64.67%-45.1pp | 561.29%-541.7pp |
| Employer contribution / active EE | $2,750 | $5,313-48.2% | $4,672-41.1% | $4,660-41.0% |
| Participant deferral / active EE | $15,000 | $6,462+132.1% | $5,626+166.6% | $6,688+124.3% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |