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 | $709,242 | $87,013+715.1% | $106,213+567.8% | $80,856+777.2% |
| Participation rate | 98.0% | 70.4%+27.6pp | 75.3%+22.8pp | 67.6%+30.4pp |
| Annual return | 3.93% | 17.05%-13.1pp | 116.14%-112.2pp | 35.59%-31.7pp |
| Employer contribution / active EE | $23,848 | $2,395+895.7% | $3,171+652.0% | $2,755+765.7% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,016-100.0% | $4,296-100.0% |
| Admin fee / account holder | $6,827 | $8,431-19.0% | $11,033-38.1% | $6,918-1.3% |