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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,289 | $74,888+252.9% | $71,209+271.1% | $142,382+85.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.38% | 345.14%-330.8pp | 282.51%-268.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,095 | $2,854-61.6% | $2,721-59.8% | $4,299-74.5% |
| Participant deferral / active EE | $18,609 | $4,454+317.8% | $4,175+345.7% | $6,507+186.0% |
| Admin fee / account holder | $1,809 | $5,568-67.5% | $5,349-66.2% | $12,624-85.7% |