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 | $1,325,856 | $177,572+646.7% | $154,803+756.5% | $142,382+831.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 3546.37% | 65.07%+3481.3pp | 58.88%+3487.5pp | 217.08%+3329.3pp |
| Employer contribution / active EE | $3,217 | $4,810-33.1% | $4,305-25.3% | $4,299-25.2% |
| Participant deferral / active EE | $16,437 | $6,272+162.1% | $5,540+196.7% | $6,507+152.6% |
| Admin fee / account holder | $5,855 | $16,786-65.1% | $14,329-59.1% | $12,624-53.6% |