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 | $628,324 | $89,753+600.1% | $107,525+484.4% | $84,808+640.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 2767.27% | 29.48%+2737.8pp | 181.32%+2585.9pp | 40.90%+2726.4pp |
| Employer contribution / active EE | $1,331 | $3,113-57.2% | $3,754-64.5% | $2,631-49.4% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $973 | $7,222-86.5% | $8,919-89.1% | $7,344-86.7% |