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 | $275,478 | $159,901+72.3% | $146,958+87.5% | $145,922+88.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.72% | 98.13%-88.4pp | 418.34%-408.6pp | 561.29%-551.6pp |
| Employer contribution / active EE | $2,789 | $5,286-47.2% | $4,933-43.5% | $4,660-40.2% |
| Participant deferral / active EE | $14,261 | $8,428+69.2% | $8,070+76.7% | $6,688+113.2% |
| Admin fee / account holder | $733 | $15,044-95.1% | $12,998-94.4% | $13,397-94.5% |