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 | $327,124 | $159,602+105.0% | $150,045+118.0% | $142,382+129.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.30% | 70.24%-58.9pp | 62.55%-51.3pp | 217.08%-205.8pp |
| Employer contribution / active EE | $15,000 | $4,961+202.4% | $4,693+219.6% | $4,299+248.9% |
| Participant deferral / active EE | $30,500 | $8,310+267.0% | $7,997+281.4% | $6,507+368.7% |
| Admin fee / account holder | $15,180 | $14,846+2.2% | $13,435+13.0% | $12,624+20.3% |