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 | $1,115,385 | $97,744+1041.1% | $103,476+977.9% | $145,922+664.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 15.39% | 25.41%-10.0pp | 23.90%-8.5pp | 561.29%-545.9pp |
| Employer contribution / active EE | $4,917 | $4,677+5.1% | $4,672+5.2% | $4,660+5.5% |
| Participant deferral / active EE | $11,645 | $6,603+76.4% | $6,623+75.8% | $6,688+74.1% |
| Admin fee / account holder | $432,660 | $12,515+3357.1% | $9,413+4496.5% | $13,397+3129.5% |