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 | $526,831 | $89,753+487.0% | $107,525+390.0% | $84,808+521.2% |
| Participation rate | 98.8% | 68.1%+30.7pp | 75.1%+23.7pp | 68.3%+30.5pp |
| Annual return | 0.00% | 29.48%-29.5pp | 181.32%-181.3pp | 40.90%-40.9pp |
| Employer contribution / active EE | $38,444 | $3,113+1134.8% | $3,754+924.2% | $2,631+1361.2% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $203 | $7,222-97.2% | $8,919-97.7% | $7,344-97.2% |