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 | $438,687 | $169,032+159.5% | $129,207+239.5% | $145,922+200.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.86% | 14330.11%-14317.3pp | 9417.33%-9404.5pp | 561.29%-548.4pp |
| Employer contribution / active EE | $52,964 | $5,537+856.6% | $4,153+1175.3% | $4,660+1036.7% |
| Participant deferral / active EE | $2,500 | $4,987-49.9% | $4,168-40.0% | $6,688-62.6% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |