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 | $465,092 | $189,613+145.3% | $167,512+177.6% | $142,382+226.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 27.14% | 2024.68%-1997.5pp | 1615.79%-1588.7pp | 217.08%-189.9pp |
| Employer contribution / active EE | $35,000 | $4,349+704.8% | $3,882+801.7% | $4,299+714.1% |
| Participant deferral / active EE | $30,000 | $6,981+329.7% | $6,405+368.4% | $6,507+361.0% |
| Admin fee / account holder | $4,484 | $10,528-57.4% | $9,769-54.1% | $12,624-64.5% |