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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,195 | $183,519+42.3% | $155,509+68.0% | $145,922+79.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.98% | 61.17%-55.2pp | 64.67%-58.7pp | 561.29%-555.3pp |
| Employer contribution / active EE | $26,761 | $5,313+403.7% | $4,672+472.7% | $4,660+474.3% |
| Participant deferral / active EE | $20,250 | $6,462+213.3% | $5,626+259.9% | $6,688+202.8% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |