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 | $1,728,417 | $159,901+980.9% | $146,958+1076.1% | $145,922+1084.5% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | -0.09% | 98.13%-98.2pp | 418.34%-418.4pp | 561.29%-561.4pp |
| Employer contribution / active EE | $54,498 | $5,286+931.0% | $4,933+1004.8% | $4,660+1069.6% |
| Participant deferral / active EE | $0 | $8,428-100.0% | $8,070-100.0% | $6,688-100.0% |
| Admin fee / account holder | $97,012 | $15,044+544.9% | $12,998+646.4% | $13,397+624.1% |