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 | $267,575 | $82,630+223.8% | $64,105+317.4% | $125,391+113.4% |
| Participation rate | 91.7% | 75.9%+15.8pp | 68.2%+23.5pp | 83.2%+8.5pp |
| Annual return | -2.01% | 1489.72%-1491.7pp | 791.24%-793.3pp | 282.22%-284.2pp |
| Employer contribution / active EE | $1,126 | $2,671-57.8% | $1,820-38.1% | $4,866-76.9% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $8,849 | $6,382+38.7% | $4,499+96.7% | $9,540-7.2% |