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 | $462,154 | $117,841+292.2% | $102,423+351.2% | $145,922+216.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 2.09% | 31.65%-29.6pp | 29.32%-27.2pp | 561.29%-559.2pp |
| Employer contribution / active EE | $17,018 | $3,615+370.8% | $3,023+462.9% | $4,660+265.2% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $5,053-100.0% | $6,688-100.0% |
| Admin fee / account holder | $14,783 | $13,326+10.9% | $9,451+56.4% | $13,397+10.3% |