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.
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 | $352,402 | $81,460+332.6% | $103,333+241.0% | $80,856+335.8% |
| Participation rate | 80.6% | 66.8%+13.7pp | 74.5%+6.0pp | 67.6%+12.9pp |
| Annual return | 2748.75% | 25.55%+2723.2pp | 24.88%+2723.9pp | 35.59%+2713.2pp |
| Employer contribution / active EE | $10,522 | $3,105+238.9% | $3,868+172.0% | $2,755+282.0% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $10,317 | $6,566+57.1% | $8,355+23.5% | $6,918+49.1% |