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 | $463,008 | $159,901+189.6% | $146,958+215.1% | $145,922+217.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.43% | 98.13%-87.7pp | 418.34%-407.9pp | 561.29%-550.9pp |
| Employer contribution / active EE | $11,925 | $5,286+125.6% | $4,933+141.7% | $4,660+155.9% |
| Participant deferral / active EE | $32,542 | $8,428+286.1% | $8,070+303.2% | $6,688+386.6% |
| Admin fee / account holder | $1,588 | $15,044-89.4% | $12,998-87.8% | $13,397-88.1% |