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 | $1,547,382 | $159,901+867.7% | $146,958+952.9% | $145,922+960.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.70% | 98.13%-75.4pp | 418.34%-395.6pp | 561.29%-538.6pp |
| Employer contribution / active EE | $13,149 | $5,286+148.8% | $4,933+166.6% | $4,660+182.2% |
| Participant deferral / active EE | $20,333 | $8,428+141.3% | $8,070+152.0% | $6,688+204.0% |
| Admin fee / account holder | $25,401 | $15,044+68.8% | $12,998+95.4% | $13,397+89.6% |