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 | $723,034 | $159,901+352.2% | $146,958+392.0% | $145,922+395.5% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.1pp |
| Annual return | 451.88% | 98.13%+353.7pp | 418.34%+33.5pp | 561.29%-109.4pp |
| Employer contribution / active EE | $100,000 | $5,286+1791.8% | $4,933+1927.2% | $4,660+2046.1% |
| Participant deferral / active EE | $0 | $8,428-100.0% | $8,070-100.0% | $6,688-100.0% |
| Admin fee / account holder | $81,103 | $15,044+439.1% | $12,998+524.0% | $13,397+505.4% |