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 | $78,516 | $111,754-29.7% | $103,333-24.0% | $145,922-46.2% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 17.16% | 24.77%-7.6pp | 24.88%-7.7pp | 561.29%-544.1pp |
| Employer contribution / active EE | $2,264 | $4,212-46.2% | $3,868-41.5% | $4,660-51.4% |
| Participant deferral / active EE | $3,322 | $5,619-40.9% | $5,057-34.3% | $6,688-50.3% |
| Admin fee / account holder | $646 | $9,750-93.4% | $8,355-92.3% | $13,397-95.2% |