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 | $498,605 | $108,919+357.8% | $100,391+396.7% | $145,922+241.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | -20.30% | 57.88%-78.2pp | 49.20%-69.5pp | 561.29%-581.6pp |
| Employer contribution / active EE | $25,000 | $4,419+465.7% | $3,942+534.2% | $4,660+436.5% |
| Participant deferral / active EE | $10,248 | $8,445+21.4% | $8,082+26.8% | $6,688+53.2% |
| Admin fee / account holder | $892 | $9,689-90.8% | $7,899-88.7% | $13,397-93.3% |