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 | $350,782 | $158,398+121.5% | $126,539+177.2% | $142,382+146.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.61% | 593.76%-580.1pp | 425.95%-412.3pp | 217.08%-203.5pp |
| Employer contribution / active EE | $5,582 | $4,650+20.0% | $3,674+51.9% | $4,299+29.8% |
| Participant deferral / active EE | $19,282 | $4,767+304.5% | $4,083+372.3% | $6,507+196.3% |
| Admin fee / account holder | $2,911 | $6,918-57.9% | $6,065-52.0% | $12,624-76.9% |