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 | $303,972 | $159,602+90.5% | $150,045+102.6% | $142,382+113.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22545.78% | 70.24%+22475.5pp | 62.55%+22483.2pp | 217.08%+22328.7pp |
| Employer contribution / active EE | $2,876 | $4,961-42.0% | $4,693-38.7% | $4,299-33.1% |
| Participant deferral / active EE | $5,154 | $8,310-38.0% | $7,997-35.6% | $6,507-20.8% |
| Admin fee / account holder | $697 | $14,846-95.3% | $13,435-94.8% | $12,624-94.5% |