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.)
Annual investment return 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 | $311,139 | $88,751+250.6% | $81,812+280.3% | $145,922+113.2% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 6.69% | 1025.40%-1018.7pp | 773.79%-767.1pp | 561.29%-554.6pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $18,453 | $4,643+297.4% | $4,319+327.3% | $6,688+175.9% |
| Admin fee / account holder | $731 | $8,415-91.3% | $7,386-90.1% | $13,397-94.5% |