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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $330,796 | $89,753+268.6% | $107,525+207.6% | $84,808+290.1% |
| Participation rate | 96.8% | 68.1%+28.7pp | 75.1%+21.7pp | 68.3%+28.5pp |
| Annual return | 77.79% | 29.48%+48.3pp | 181.32%-103.5pp | 40.90%+36.9pp |
| Employer contribution / active EE | $26,279 | $3,113+744.1% | $3,754+600.1% | $2,631+898.8% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $16,066 | $7,222+122.5% | $8,919+80.1% | $7,344+118.8% |