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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $656,540 | $148,978+340.7% | $200,582+227.3% | $84,808+674.2% |
| Participation rate | 77.1% | 84.2%-7.1pp | 86.9%-9.7pp | 68.3%+8.8pp |
| Annual return | 8.24% | 28.16%-19.9pp | 42.33%-34.1pp | 40.90%-32.7pp |
| Employer contribution / active EE | $28,805 | $4,815+498.2% | $6,419+348.8% | $2,631+994.9% |
| Participant deferral / active EE | $0 | $7,142-100.0% | $9,331-100.0% | $4,212-100.0% |
| Admin fee / account holder | $61,433 | $13,977+339.5% | $16,305+276.8% | $7,344+736.5% |