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 | $278,291 | $159,901+74.0% | $146,958+89.4% | $145,922+90.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 677.07% | 98.13%+578.9pp | 418.34%+258.7pp | 561.29%+115.8pp |
| Employer contribution / active EE | $40,750 | $5,286+670.9% | $4,933+726.1% | $4,660+774.5% |
| Participant deferral / active EE | $11,500 | $8,428+36.4% | $8,070+42.5% | $6,688+72.0% |
| Admin fee / account holder | $670 | $15,044-95.5% | $12,998-94.8% | $13,397-95.0% |