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 | $408,227 | $89,753+354.8% | $107,525+279.7% | $84,808+381.4% |
| Participation rate | 97.4% | 68.1%+29.4pp | 75.1%+22.4pp | 68.3%+29.1pp |
| Annual return | 18.35% | 29.48%-11.1pp | 181.32%-163.0pp | 40.90%-22.5pp |
| Employer contribution / active EE | $19,320 | $3,113+520.5% | $3,754+414.7% | $2,631+634.3% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $14,080 | $7,222+95.0% | $8,919+57.9% | $7,344+91.7% |