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 | $407,117 | $159,901+154.6% | $146,958+177.0% | $145,922+179.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.12% | 98.13%-93.0pp | 418.34%-413.2pp | 561.29%-556.2pp |
| Employer contribution / active EE | $27,780 | $5,286+425.5% | $4,933+463.2% | $4,660+496.2% |
| Participant deferral / active EE | $22,334 | $8,428+165.0% | $8,070+176.8% | $6,688+234.0% |
| Admin fee / account holder | $468 | $15,044-96.9% | $12,998-96.4% | $13,397-96.5% |