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.
Participant contribution per participant 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 | $448,033 | $214,378+109.0% | $200,582+123.4% | $142,382+214.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.91% | 46.41%-28.5pp | 42.33%-24.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $47,333 | $6,841+591.9% | $6,419+637.4% | $4,299+1001.0% |
| Participant deferral / active EE | $2,500 | $9,865-74.7% | $9,331-73.2% | $6,507-61.6% |
| Admin fee / account holder | $12 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |