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 | $263,598 | $177,572+48.4% | $154,803+70.3% | $142,382+85.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.28% | 65.07%-51.8pp | 58.88%-45.6pp | 217.08%-203.8pp |
| Employer contribution / active EE | $3,803 | $4,810-20.9% | $4,305-11.7% | $4,299-11.5% |
| Participant deferral / active EE | $9,130 | $6,272+45.6% | $5,540+64.8% | $6,507+40.3% |
| Admin fee / account holder | $7,196 | $16,786-57.1% | $14,329-49.8% | $12,624-43.0% |