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 | $645,683 | $88,751+627.5% | $81,812+689.2% | $145,922+342.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.77% | 1025.40%-1012.6pp | 773.79%-761.0pp | 561.29%-548.5pp |
| Employer contribution / active EE | $20,111 | $3,083+552.2% | $2,912+590.6% | $4,660+331.6% |
| Participant deferral / active EE | $30,500 | $4,643+556.9% | $4,319+606.3% | $6,688+356.1% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |