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 | $372,959 | $86,944+329.0% | $107,525+246.9% | $74,304+401.9% |
| Participation rate | 94.0% | 59.6%+34.4pp | 75.1%+18.9pp | 60.3%+33.7pp |
| Annual return | 53.15% | 23.52%+29.6pp | 181.32%-128.2pp | 29.43%+23.7pp |
| Employer contribution / active EE | $26,611 | $2,757+865.3% | $3,754+609.0% | $2,241+1087.4% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $19,240 | $3,727+416.3% | $8,919+115.7% | $2,969+548.1% |