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 | $414,687 | $108,919+280.7% | $100,391+313.1% | $145,922+184.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 606.01% | 57.88%+548.1pp | 49.20%+556.8pp | 561.29%+44.7pp |
| Employer contribution / active EE | $69,000 | $4,419+1461.3% | $3,942+1650.5% | $4,660+1380.8% |
| Participant deferral / active EE | $0 | $8,445-100.0% | $8,082-100.0% | $6,688-100.0% |
| Admin fee / account holder | $493 | $9,689-94.9% | $7,899-93.8% | $13,397-96.3% |