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 | $588,560 | $201,272+192.4% | $184,203+219.5% | $145,922+303.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.65% | 29.00%-18.4pp | 28.81%-18.2pp | 561.29%-550.6pp |
| Employer contribution / active EE | $3,663 | $7,022-47.8% | $6,427-43.0% | $4,660-21.4% |
| Participant deferral / active EE | $20,746 | $9,806+111.6% | $9,131+127.2% | $6,688+210.2% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |