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 | $31,948 | $109,881-70.9% | $150,045-78.7% | $84,808-62.3% |
| Participation rate | 95.8% | 76.1%+19.7pp | 82.3%+13.5pp | 68.3%+27.5pp |
| Annual return | 1390.85% | 28.25%+1362.6pp | 62.55%+1328.3pp | 40.90%+1350.0pp |
| Employer contribution / active EE | $4,216 | $3,561+18.4% | $4,693-10.2% | $2,631+60.2% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,661 | $8,568-80.6% | $13,435-87.6% | $7,344-77.4% |