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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $583,170 | $94,625+516.3% | $116,228+401.7% | $84,808+587.6% |
| Participation rate | 98.2% | 70.4%+27.8pp | 74.6%+23.7pp | 68.3%+29.9pp |
| Annual return | 9.75% | 20.40%-10.6pp | 90.06%-80.3pp | 40.90%-31.1pp |
| Employer contribution / active EE | $11,040 | $2,347+370.5% | $2,994+268.7% | $2,631+319.6% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,953-100.0% | $4,212-100.0% |
| Admin fee / account holder | $15,670 | $10,091+55.3% | $11,989+30.7% | $7,344+113.4% |