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 | $434,432 | $106,584+307.6% | $101,326+328.7% | $142,382+205.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 4.84% | 36.93%-32.1pp | 36.82%-32.0pp | 217.08%-212.2pp |
| Employer contribution / active EE | $31,250 | $3,956+690.0% | $3,665+752.6% | $4,299+626.9% |
| Participant deferral / active EE | $0 | $8,297-100.0% | $7,994-100.0% | $6,507-100.0% |
| Admin fee / account holder | $3,718 | $11,446-67.5% | $11,185-66.8% | $12,624-70.5% |