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 | $111,732 | $179,726-37.8% | $156,263-28.5% | $142,382-21.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.91% | 77.86%-58.0pp | 59.47%-39.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,444 | $5,069-71.5% | $4,333-66.7% | $4,299-66.4% |
| Participant deferral / active EE | $7,932 | $6,956+14.0% | $6,158+28.8% | $6,507+21.9% |
| Admin fee / account holder | $1,053 | $17,272-93.9% | $14,255-92.6% | $12,624-91.7% |