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 | $299,236 | $159,901+87.1% | $146,958+103.6% | $145,922+105.1% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.1pp |
| Annual return | 14.31% | 98.13%-83.8pp | 418.34%-404.0pp | 561.29%-547.0pp |
| Employer contribution / active EE | $3,312 | $5,286-37.3% | $4,933-32.9% | $4,660-28.9% |
| Participant deferral / active EE | $6,566 | $8,428-22.1% | $8,070-18.6% | $6,688-1.8% |
| Admin fee / account holder | $9,318 | $15,044-38.1% | $12,998-28.3% | $13,397-30.4% |