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 | $567,120 | $87,013+551.8% | $106,213+433.9% | $80,856+601.4% |
| Participation rate | 98.2% | 70.4%+27.7pp | 75.3%+22.9pp | 67.6%+30.5pp |
| Annual return | 12.21% | 17.05%-4.8pp | 116.14%-103.9pp | 35.59%-23.4pp |
| Employer contribution / active EE | $11,350 | $2,395+373.9% | $3,171+257.9% | $2,755+312.0% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,016-100.0% | $4,296-100.0% |
| Admin fee / account holder | $19,664 | $8,431+133.2% | $11,033+78.2% | $6,918+184.2% |