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 | $599,073 | $159,602+275.4% | $150,045+299.3% | $142,382+320.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.44% | 70.24%-52.8pp | 62.55%-45.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $40,000 | $4,961+706.4% | $4,693+752.3% | $4,299+830.4% |
| Participant deferral / active EE | $29,125 | $8,310+250.5% | $7,997+264.2% | $6,507+347.6% |
| Admin fee / account holder | $2,044 | $14,846-86.2% | $13,435-84.8% | $12,624-83.8% |