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 | $1,026,551 | $183,519+459.4% | $155,509+560.1% | $145,922+603.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 34.49% | 61.17%-26.7pp | 64.67%-30.2pp | 561.29%-526.8pp |
| Employer contribution / active EE | $30,000 | $5,313+464.7% | $4,672+542.1% | $4,660+543.8% |
| Participant deferral / active EE | $11,438 | $6,462+77.0% | $5,626+103.3% | $6,688+71.0% |
| Admin fee / account holder | $294,421 | $19,313+1424.5% | $15,912+1750.3% | $13,397+2097.7% |