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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $468,290 | $96,635+384.6% | $86,612+440.7% | $139,434+235.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.36% | 106.41%-94.1pp | 591.07%-578.7pp | 372.94%-360.6pp |
| Employer contribution / active EE | $3,928 | $3,263+20.4% | $3,022+30.0% | $4,751-17.3% |
| Participant deferral / active EE | $89 | $4,836-98.2% | $4,438-98.0% | $6,710-98.7% |
| Admin fee / account holder | $136,364 | $6,408+2028.1% | $5,614+2328.9% | $11,403+1095.9% |