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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,956 | $201,272+24.7% | $184,203+36.2% | $145,922+72.0% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 86.81% | 29.00%+57.8pp | 28.81%+58.0pp | 561.29%-474.5pp |
| Employer contribution / active EE | $18,012 | $7,022+156.5% | $6,427+180.3% | $4,660+286.6% |
| Participant deferral / active EE | $14,517 | $9,806+48.0% | $9,131+59.0% | $6,688+117.1% |
| Admin fee / account holder | $1 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |