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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,959 | $74,888+24.1% | $71,209+30.5% | $142,382-34.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.09% | 345.14%-329.0pp | 282.51%-266.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $7,273 | $2,854+154.8% | $2,721+167.3% | $4,299+69.2% |
| Participant deferral / active EE | $8,776 | $4,454+97.0% | $4,175+110.2% | $6,507+34.9% |
| Admin fee / account holder | $503 | $5,568-91.0% | $5,349-90.6% | $12,624-96.0% |