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 | $71,804 | $74,888-4.1% | $71,209+0.8% | $142,382-49.6% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 18.58% | 345.14%-326.6pp | 282.51%-263.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,129 | $2,854-25.4% | $2,721-21.8% | $4,299-50.5% |
| Participant deferral / active EE | $5,513 | $4,454+23.8% | $4,175+32.0% | $6,507-15.3% |
| Admin fee / account holder | $1,722 | $5,568-69.1% | $5,349-67.8% | $12,624-86.4% |