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 | $267,026 | $68,719+288.6% | $91,541+191.7% | $84,808+214.9% |
| Participation rate | 98.3% | 64.5%+33.8pp | 69.8%+28.5pp | 68.3%+30.0pp |
| Annual return | 190.71% | 19.12%+171.6pp | 20.50%+170.2pp | 40.90%+149.8pp |
| Employer contribution / active EE | $9,343 | $1,920+386.7% | $2,505+273.0% | $2,631+255.1% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $4,008-100.0% | $4,212-100.0% |
| Admin fee / account holder | $8,325 | $5,786+43.9% | $6,956+19.7% | $7,344+13.4% |