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 | $434,451 | $169,032+157.0% | $129,207+236.2% | $145,922+197.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.41% | 14330.11%-14321.7pp | 9417.33%-9408.9pp | 561.29%-552.9pp |
| Employer contribution / active EE | $46,700 | $5,537+743.5% | $4,153+1024.4% | $4,660+902.2% |
| Participant deferral / active EE | $30,500 | $4,987+511.5% | $4,168+631.8% | $6,688+356.1% |
| Admin fee / account holder | $3,625 | $9,954-63.6% | $7,715-53.0% | $13,397-72.9% |