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 | $768,823 | $74,888+926.6% | $71,209+979.7% | $142,382+440.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.21% | 345.14%-328.9pp | 282.51%-266.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $23,844 | $2,854+735.3% | $2,721+776.3% | $4,299+454.6% |
| Participant deferral / active EE | $12,388 | $4,454+178.1% | $4,175+196.7% | $6,507+90.4% |
| Admin fee / account holder | $4,491 | $5,568-19.4% | $5,349-16.0% | $12,624-64.4% |