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 | $1,028,664 | $94,752+985.6% | $112,887+811.2% | $139,434+637.7% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 21.70% | 40.88%-19.2pp | 34.10%-12.4pp | 372.94%-351.2pp |
| Employer contribution / active EE | $4,030 | $4,625-12.9% | $4,563-11.7% | $4,751-15.2% |
| Participant deferral / active EE | $9,171 | $6,512+40.8% | $6,513+40.8% | $6,710+36.7% |
| Admin fee / account holder | $318,537 | $8,527+3635.5% | $7,047+4420.0% | $11,403+2693.6% |