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 | $381,289 | $169,032+125.6% | $129,207+195.1% | $145,922+161.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 29.44% | 14330.11%-14300.7pp | 9417.33%-9387.9pp | 561.29%-531.8pp |
| Employer contribution / active EE | $51,714 | $5,537+834.0% | $4,153+1145.2% | $4,660+1009.8% |
| Participant deferral / active EE | $125 | $4,987-97.5% | $4,168-97.0% | $6,688-98.1% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |