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 | $368,400 | $159,901+130.4% | $146,958+150.7% | $145,922+152.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.38% | 98.13%-72.8pp | 418.34%-393.0pp | 561.29%-535.9pp |
| Employer contribution / active EE | $26,328 | $5,286+398.1% | $4,933+433.7% | $4,660+465.0% |
| Participant deferral / active EE | $10,444 | $8,428+23.9% | $8,070+29.4% | $6,688+56.2% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |