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 | $530,666 | $109,982+382.5% | $97,226+445.8% | $145,922+263.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.46% | 242.90%-229.4pp | 75.13%-61.7pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,500 | $3,084-18.9% | $2,729-8.4% | $4,660-46.3% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,264-100.0% | $6,688-100.0% |
| Admin fee / account holder | $18,302 | $6,221+194.2% | $5,654+223.7% | $13,397+36.6% |