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 | $493,798 | $102,317+382.6% | $146,958+236.0% | $80,856+510.7% |
| Participation rate | 89.7% | 75.8%+13.8pp | 82.2%+7.5pp | 67.6%+22.0pp |
| Annual return | 1020.12% | 134.76%+885.4pp | 418.34%+601.8pp | 35.59%+984.5pp |
| Employer contribution / active EE | $42,241 | $3,713+1037.6% | $4,933+756.3% | $2,755+1433.4% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $25,488 | $7,941+221.0% | $12,998+96.1% | $6,918+268.4% |