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 | $845,775 | $70,606+1097.9% | $53,898+1469.2% | $142,382+494.0% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 15.64% | 619.81%-604.2pp | 528.60%-513.0pp | 217.08%-201.4pp |
| Employer contribution / active EE | $77,441 | $1,202+6342.1% | $932+8208.6% | $4,299+1701.3% |
| Participant deferral / active EE | $23,500 | $2,364+894.1% | $1,826+1186.8% | $6,507+261.1% |
| Admin fee / account holder | $5,710 | $2,852+100.2% | $2,491+129.2% | $12,624-54.8% |