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 | $423,065 | $214,378+97.3% | $200,582+110.9% | $142,382+197.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 4.78% | 46.41%-41.6pp | 42.33%-37.5pp | 217.08%-212.3pp |
| Employer contribution / active EE | $7,193 | $6,841+5.1% | $6,419+12.1% | $4,299+67.3% |
| Participant deferral / active EE | $23,167 | $9,865+134.8% | $9,331+148.3% | $6,507+256.0% |
| Admin fee / account holder | $437 | $17,692-97.5% | $16,305-97.3% | $12,624-96.5% |