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 | $1,235,956 | $110,887+1014.6% | - | $145,922+747.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | - | 80.3%+19.7pp |
| Annual return | 6.61% | 17.59%-11.0pp | - | 561.29%-554.7pp |
| Employer contribution / active EE | $66,000 | $5,672+1063.6% | - | $4,660+1316.4% |
| Participant deferral / active EE | $0 | $5,582-100.0% | - | $6,688-100.0% |
| Admin fee / account holder | $11,559 | $6,317+83.0% | - | $13,397-13.7% |